Lord & Richards Wealth Management’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	-4,404	Closed	-$204K	–	162
2025 Q1	$204K	Sell	4,404 -1,130	-20%	-$52.3K	0.23%	69
2024 Q4	$251K	Buy	+5,534	New	+$251K	0.53%	58