Kingswood Wealth Advisors’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-4,804	Closed	-$222K	–	793
2025 Q1	$222K	Sell	4,804 -1,030	-18%	-$47.7K	0.02%	647
2024 Q4	$265K	Buy	+5,834	New	+$265K	0.02%	653