TriaGen Wealth Management’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	$2.75M	Buy	58,635 +2,187	+4%	+$103K	0.75%	27
2025 Q4	$2.66M	Sell	56,448 -366	-0.6%	-$17.2K	0.69%	32
2025 Q3	$2.67M	Buy	56,814 +4,450	+8%	+$207K	0.7%	33
2025 Q2	$2.43M	Buy	52,364 +2,387	+5%	+$109K	0.74%	33
2025 Q1	$2.31M	Buy	49,977 +6,097	+14%	+$279K	0.82%	28
2024 Q4	$1.99M	Buy	43,880 +2,291	+6%	+$105K	0.67%	39
2024 Q3	$1.96M	Buy	41,589 +1,387	+3%	+$64.6K	0.66%	39
2024 Q2	$1.83M	Buy	40,202 +6,711	+20%	+$302K	0.71%	43
2024 Q1	$1.53M	Buy	+33,491	New	+$1.53M	0.63%	50
2023 Q1	–	Sell	-6,342	Closed	-$289K	–	187
2022 Q4	$289K	Buy	+6,342	New	+$287K	0.16%	132