SW
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SoFi Wealth’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$26.9M Buy
579,898
+34,071
+6% +$1.58M 1.64% 16
2025
Q1
$25.3M Buy
545,827
+535,827
+5,358% +$24.8M 1.9% 14
2024
Q4
$453K Buy
+10,000
New +$453K 0.03% 23