SOA Wealth 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	$21.8K	Hold	465	–	–	﹤0.01%	491
2025 Q4	$21.9K	Hold	465	–	–	﹤0.01%	488
2025 Q3	$21.8K	Hold	465	–	–	﹤0.01%	503
2025 Q2	$21.5K	Hold	465	–	–	﹤0.01%	491
2025 Q1	$21.5K	Hold	465	–	–	﹤0.01%	460
2024 Q4	$21.1K	Hold	465	–	–	﹤0.01%	450
2024 Q3	$22K	Sell	465 -35	-7%	-$1.63K	﹤0.01%	437
2024 Q2	$22.7K	Buy	500 +17	+4%	+$765	﹤0.01%	423
2024 Q1	$22K	Hold	483	–	–	﹤0.01%	434
2023 Q4	$22.4K	Hold	483	–	–	0.01%	410
2023 Q3	$21.1K	Hold	483	–	–	0.01%	409
2023 Q2	$22.2K	Hold	483	–	–	0.01%	416
2023 Q1	$22.5K	Hold	483	–	–	0.01%	408
2022 Q4	$22K	Hold	483	–	–	0.01%	392
2022 Q3	$21K	Hold	483	–	–	0.01%	382
2022 Q2	$23K	Hold	483	–	–	0.01%	361
2022 Q1	$24K	Buy	483 +18	+4%	+$924	0.01%	436
2021 Q4	$24K	Hold	465	–	–	0.01%	418
2021 Q3	$24K	Buy	+465	New	+$24.9K	0.01%	424