Liberty Wealth Management’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$208K	Buy	+4,432	New	+$209K	0.03%	254
2025 Q4	–	Sell	-4,709	Closed	-$221K	–	264
2025 Q3	$221K	Buy	+4,709	New	+$219K	0.03%	222
2023 Q2	–	Sell	-183,335	Closed	-$8.53M	–	236
2023 Q1	$8.53M	Buy	+183,335	New	+$8.51M	1.76%	11
2022 Q2	–	Sell	-2,760	Closed	-$230K	–	173
2022 Q1	$230K	Buy	+2,760	New	+$142K	0.08%	129
2021 Q4	–	Sell	-5,024	Closed	-$266K	–	1069
2021 Q3	$266K	Buy	5,024 +2,484	+98%	+$133K	0.09%	132
2021 Q2	$136K	Buy	2,540 +134	+6%	+$7.17K	0.05%	177
2021 Q1	$130K	Hold	2,406	–	–	0.06%	150
2020 Q4	$130K	Buy	2,406 +118	+5%	+$6.38K	0.06%	149
2020 Q3	$124K	Sell	2,288 -251	-10%	-$13.6K	0.07%	142
2020 Q2	$138K	Buy	2,539 +157	+7%	+$8.55K	0.1%	117
2020 Q1	$130K	Buy	2,382 +65	+3%	+$3.47K	0.11%	116
2019 Q4	$123K	Sell	2,317 -154	-6%	-$8.19K	0.1%	138
2019 Q3	$132K	Buy	2,471 +37	+2%	+$1.96K	0.12%	123
2019 Q2	$129K	Sell	2,434 -112	-4%	-$5.86K	0.11%	141
2019 Q1	$133K	Sell	2,546 -179	-7%	-$9.27K	0.1%	113
2018 Q4	$140K	Buy	+2,725	New	+$138K	0.1%	108