Stonehaven Wealth & Tax Solutions’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
2025 Q2	$846K	Buy	18,263 +947	+5%	+$43.9K	0.83%	27
2025 Q1	$802K	Buy	17,316 +3,896	+29%	+$180K	0.85%	27
2024 Q4	$608K	Buy	+13,420	New	+$608K	0.66%	40