Sowell Financial Services’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	$260K	Buy	5,547 +223	+4%	+$10.5K	0.01%	888
2025 Q4	$251K	Sell	5,324 -306	-5%	-$14.4K	0.01%	907
2025 Q3	$264K	Sell	5,630 -456	-7%	-$21.2K	0.01%	864
2025 Q2	$282K	Sell	6,086 -1,000	-14%	-$45.8K	0.01%	811
2025 Q1	$328K	Buy	+7,086	New	+$324K	0.01%	723
2023 Q2	–	Sell	-5,866	Closed	-$273K	–	830
2023 Q1	$273K	Sell	5,866 -6,145	-51%	-$285K	0.02%	593
2022 Q4	$547K	Buy	12,011 +513	+4%	+$23.2K	0.04%	415
2022 Q3	$518K	Buy	+11,498	New	+$547K	0.05%	311
2021 Q2	–	Sell	-8,847	Closed	-$474K	–	2671
2021 Q1	$474K	Buy	8,847 +272	+3%	+$14.6K	0.02%	659
2020 Q4	$464K	Buy	8,575 +637	+8%	+$34.5K	0.02%	547
2020 Q3	$431K	Buy	7,938 +5,206	+191%	+$283K	0.02%	503
2020 Q2	$149K	Buy	2,732 +129	+5%	+$7.02K	0.01%	837
2020 Q1	$142K	Sell	2,603 -1,648	-39%	-$88.1K	0.01%	750
2019 Q4	$226K	Buy	4,251 +3,451	+431%	+$184K	0.02%	668
2019 Q3	$43K	Buy	+800	New	+$42.4K	﹤0.01%	1046
2019 Q1	–	Sell	-5,026	Closed	-$259K	–	592
2018 Q4	$259K	Buy	+5,026	New	+$255K	0.04%	414