SIMA Wealth Partners’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
$367K Sell
2025
Q4
$385K Sell
2025
Q3
$385K Sell
2025
Q2
$380K Sell
2025
Q1
$383K Sell
2024
Q4
$376K Sell
2024
Q3
$402K Sell
2024
Q2
$387K Buy