Modera 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	$798K	Buy	17,225 +3,479	+25%	+$161K	0.01%	361
2025 Q1	$637K	Sell	13,746 -5,763	-30%	-$267K	0.01%	387
2024 Q4	$885K	Buy	+19,509	New	+$885K	0.01%	349
2024 Q2	–	Sell	-4,719	Closed	-$215K	–	592
2024 Q1	$215K	Buy	+4,719	New	+$215K	﹤0.01%	536