Valtinson Bruner Financial Planning’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 Q1	–	Sell	-64,688	Closed	-$2.93M	–	159
2024 Q4	$2.93M	Sell	64,688 -13,043	-17%	-$591K	1.02%	23
2024 Q3	$3.67M	Buy	77,731 +23,595	+44%	+$1.11M	1.28%	15
2024 Q2	$2.46M	Buy	+54,136	New	+$2.46M	0.98%	28