RCS Financial Planning’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
$260K Buy
+5,613
New +$260K 0.13% 76
2024
Q3
Sell
-8,927
Closed -$405K 71
2024
Q2
$405K Sell
8,927
-27,282
-75% -$1.24M 0.24% 56
2024
Q1
$1.65M Buy
+36,209
New +$1.65M 1.02% 24