SWRP

Summit Wealth & Retirement Planning’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-55,726	Closed	-$2.66M	–	116
2022 Q2	$2.66M	Buy	55,726 +8,440	+18%	+$403K	1.02%	23
2022 Q1	$2.37M	Buy	+47,286	New	+$2.37M	0.84%	27