Montis Financial’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	$1.41M	Sell	30,369 -14,227	-32%	-$659K	0.39%	43
2025 Q1	$2.07M	Sell	44,596 -9,982	-18%	-$462K	0.61%	28
2024 Q4	$2.47M	Buy	+54,578	New	+$2.47M	0.76%	24