SMART Wealth’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
2023
Q3
Sell
-10,074
Closed -$463K 85
2023
Q2
$463K Sell
10,074
-48,210
-83% -$2.22M 0.35% 48
2023
Q1
$2.71M Buy
58,284
+10,543
+22% +$491K 2.39% 13
2022
Q4
$2.17M Buy
+47,741
New +$2.17M 1.63% 20