Prosperity Capital Advisors’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	$7.08M	Buy	150,801 +16,918	+13%	+$799K	0.4%	46
2025 Q4	$6.3M	Buy	133,883 +9,975	+8%	+$470K	0.38%	54
2025 Q3	$5.82M	Buy	123,908 +10,929	+10%	+$507K	0.34%	58
2025 Q2	$5.24M	Buy	112,979 +4,609	+4%	+$211K	0.34%	55
2025 Q1	$5.02M	Buy	108,370 +2,046	+2%	+$93.6K	0.4%	48
2024 Q4	$4.82M	Buy	106,324 +1,660	+2%	+$76.3K	0.39%	48
2024 Q3	$4.94M	Buy	104,664 +29,632	+39%	+$1.38M	0.42%	44
2024 Q2	$3.41M	Buy	75,032 +14,916	+25%	+$671K	0.38%	48
2024 Q1	$2.74M	Sell	60,116 -38,134	-39%	-$1.74M	0.32%	54
2023 Q4	$4.55M	Buy	98,250 +19,064	+24%	+$843K	0.49%	32
2023 Q3	$3.47M	Buy	79,186 +21,458	+37%	+$967K	0.46%	34
2023 Q2	$2.65M	Buy	57,728 +2,841	+5%	+$131K	0.37%	49
2023 Q1	$2.56M	Buy	54,887 +32,247	+142%	+$1.5M	0.39%	50
2022 Q4	$1.03M	Buy	+22,640	New	+$1.03M	0.32%	57