Lutz Financial Services’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	$1.89M	Buy	40,876 +3,837	+10%	+$178K	0.15%	51
2025 Q1	$1.72M	Buy	37,039 +717	+2%	+$33.2K	0.14%	51
2024 Q4	$1.65M	Buy	36,322 +13,505	+59%	+$612K	0.13%	52
2024 Q3	$1.08M	Hold	22,817	–	–	0.09%	59
2024 Q2	$1.04M	Buy	+22,817	New	+$1.04M	0.09%	57