Redwood Financial Network’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
Q1
Sell
-7,471
Closed -$339K 168
2024
Q4
$339K Sell
7,471
-1,380
-16% -$62.6K 0.25% 111
2024
Q3
$418K Sell
8,851
-662
-7% -$31.3K 0.33% 97
2024
Q2
$432K Sell
9,513
-349
-4% -$15.8K 0.36% 92
2024
Q1
$450K Sell
9,862
-2,022
-17% -$92.2K 0.39% 82
2023
Q4
$551K Sell
11,884
-1,188
-9% -$55.1K 0.53% 61
2023
Q3
$572K Sell
13,072
-4,856
-27% -$213K 0.61% 53
2023
Q2
$825K Sell
17,928
-1,517
-8% -$69.8K 0.77% 42
2023
Q1
$905K Sell
19,445
-1,380
-7% -$64.2K 0.92% 27
2022
Q4
$948K Sell
20,825
-1,717
-8% -$78.2K 1.08% 23
2022
Q3
$1.02M Sell
22,542
-794
-3% -$35.8K 1.16% 23
2022
Q2
$1.12M Sell
23,336
-780
-3% -$37.3K 1.22% 23
2022
Q1
$1.21M Buy
+24,116
New +$1.21M 1.12% 25