LifeWealth Investments’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	-60,563	Closed	-$2.8M	–	241
2025 Q1	$2.8M	Buy	60,563 +22,932	+61%	+$1.06M	1.15%	23
2024 Q4	$1.71M	Buy	+37,631	New	+$1.71M	1.13%	25