SWP Financial’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	$5.02M	Buy	108,365 +3,768	+4%	+$175K	2.76%	10
2025 Q1	$4.84M	Sell	104,597 -31,733	-23%	-$1.47M	2.96%	9
2024 Q4	$6.18M	Buy	+136,330	New	+$6.18M	3.73%	8