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UP Strategic Wealth Investment Advisors’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

UP Strategic Wealth Investment Advisors’s Portfolio VMBS Stock Details VMBS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-8,950
Closed -$406K – 89
2024
Q4 		$406K Buy
+8,950
New +$406K 0.41% 45