United Advisor Group’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	$327K	Sell	7,067 -466	-6%	-$21.6K	0.06%	302
2025 Q1	$349K	Buy	7,533 +2,867	+61%	+$133K	0.07%	253
2024 Q4	$212K	Sell	4,666 -6,978	-60%	-$316K	0.04%	348
2024 Q3	$550K	Buy	11,644 +5,405	+87%	+$255K	0.12%	171
2024 Q2	$283K	Buy	+6,239	New	+$283K	0.09%	206