NFP Retirement Inc’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$211K	Buy	4,492 +28	+0.6%	+$1.32K	0.01%	287
2025 Q4	$210K	Buy	+4,464	New	+$210K	0.01%	289
2024 Q1	–	Sell	-6,079	Closed	-$282K	–	292
2023 Q4	$282K	Buy	6,079 +844	+16%	+$37.3K	0.05%	198
2023 Q3	$229K	Sell	5,235 -180	-3%	-$8.11K	0.04%	207
2023 Q2	$249K	Sell	5,415 -890	-14%	-$41.2K	0.05%	201
2023 Q1	$294K	Buy	6,305 +4	+0.1%	+$186	0.06%	195
2022 Q4	$287K	Buy	6,301 +258	+4%	+$11.7K	0.06%	192
2022 Q3	$273K	Sell	6,043 -1,457	-19%	-$69.4K	0.07%	191
2022 Q2	$359K	Buy	7,500 +16	+0.2%	+$771	0.09%	166
2022 Q1	$375K	Sell	7,484 -204	-3%	-$10.5K	0.09%	158
2021 Q4	$406K	Sell	7,688 -134	-2%	-$7.1K	0.15%	100
2021 Q3	$417K	Buy	7,822 +1,362	+21%	+$72.8K	0.17%	90
2021 Q2	$345K	Buy	6,460 +11	+0.2%	+$588	0.13%	102
2021 Q1	$344K	Buy	6,449 +78	+1%	+$4.2K	0.15%	94
2020 Q4	$344K	Buy	6,371 +774	+14%	+$41.9K	0.21%	84
2020 Q3	$304K	Buy	5,597 +85	+2%	+$4.62K	0.2%	79
2020 Q2	$300K	Buy	5,512 +23	+0.4%	+$1.25K	0.22%	71
2020 Q1	$299K	Buy	5,489 +888	+19%	+$47.5K	0.29%	58
2019 Q4	$245K	Buy	+4,601	New	+$245K	0.23%	77