Onyx Bridge Wealth Group’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	$14.6M	Buy	311,483 +104,046	+50%	+$4.91M	1.57%	12
2025 Q4	$9.77M	Buy	207,437 +116,100	+127%	+$5.47M	1.04%	21
2025 Q3	$4.29M	Sell	91,337 -12,748	-12%	-$592K	0.47%	52
2025 Q2	$4.82M	Buy	104,085 +19,156	+23%	+$877K	0.64%	38
2025 Q1	$3.93M	Sell	84,929 -94,554	-53%	-$4.32M	0.56%	44
2024 Q4	$8.14M	Buy	179,483 +74,660	+71%	+$3.43M	1.17%	20
2024 Q3	$4.95M	Buy	104,823 +92,992	+786%	+$4.33M	0.75%	36
2024 Q2	$537K	Sell	11,831 -84,699	-88%	-$3.81M	0.09%	141
2024 Q1	$4.28M	Buy	96,530 +87,407	+958%	+$3.99M	0.76%	29
2023 Q4	$423K	Buy	9,123 +3,079	+51%	+$136K	0.09%	147
2023 Q3	$265K	Buy	6,044 +1,180	+24%	+$53.2K	0.06%	189
2023 Q2	$224K	Sell	4,864 -2,091	-30%	-$96.7K	0.05%	205
2023 Q1	$324K	Sell	6,955 -641	-8%	-$29.8K	0.13%	119
2022 Q4	$353K	Sell	7,596 -3,303	-30%	-$150K	0.14%	107
2022 Q3	$486K	Sell	10,899 -382	-3%	-$18.2K	0.22%	79
2022 Q2	$548K	Sell	11,281 -3,332	-23%	-$160K	0.24%	56
2022 Q1	$710K	Sell	14,613 -4,012	-22%	-$206K	0.27%	42
2021 Q4	$980K	Buy	18,625 +6,721	+56%	+$356K	0.33%	37
2021 Q3	$632K	Buy	11,904 +4,880	+69%	+$261K	0.24%	52
2021 Q2	$375K	Buy	7,024 +1,410	+25%	+$75.4K	0.16%	68
2021 Q1	$300K	Buy	+5,614	New	+$302K	0.15%	66