PlanWiser 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
$3.08M Sell
66,933
-61,005
-48% -$2.8M 2.62% 11
2025
Q1
$5.88M Buy
+127,938
New +$5.88M 5.32% 4