Lifeworks 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
$382K Buy
8,244
+11
+0.1% +$510 0.06% 229
2025
Q1
$381K Sell
8,233
-2,533
-24% -$117K 0.06% 218
2024
Q4
$488K Buy
10,766
+171
+2% +$7.75K 0.09% 169
2024
Q3
$500K Buy
+10,595
New +$500K 0.1% 162