Sugarloaf Wealth Management’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
2024 Q4	$49.4K	Sell	1,089 -717	-40%	-$32.5K	0.01%	295
2024 Q3	$85.3K	Buy	1,806 +459	+34%	+$21.7K	0.02%	245
2024 Q2	$61.2K	Buy	1,347 +376	+39%	+$17.1K	0.01%	276
2024 Q1	$44.3K	Buy	971 +399	+70%	+$18.2K	0.01%	305
2023 Q4	$26.5K	Buy	+572	New	+$26.5K	0.01%	355