Vise Technologies’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	$2.44M	Hold	51,765	–	–	0.05%	312
2025 Q4	$2.44M	Sell	51,765 -9	-0%	-$424	0.05%	313
2025 Q3	$2.43M	Sell	51,774 -5,577	-10%	-$259K	0.09%	215
2025 Q2	$2.66M	Buy	+57,351	New	+$2.62M	0.11%	199
2024 Q4	$2.25M	Buy	49,601 +21,080	+74%	+$969K	0.19%	116
2024 Q3	$1.35M	Sell	28,521 -5,928	-17%	-$276K	0.17%	121
2024 Q2	$1.56M	Sell	34,449 -1,058	-3%	-$47.6K	0.27%	81
2024 Q1	$1.62M	Sell	35,507 -2,670	-7%	-$122K	0.32%	73
2023 Q4	$1.77M	Buy	38,177 +1,346	+4%	+$59.5K	0.38%	67
2023 Q3	$1.61M	Buy	36,831 +10,925	+42%	+$492K	0.4%	63
2023 Q2	$1.19M	Buy	25,906 +332	+1%	+$15.4K	0.29%	81
2023 Q1	$1.19M	Buy	25,574 +8,290	+48%	+$385K	0.31%	75
2022 Q4	$787K	Sell	17,284 -2,360	-12%	-$107K	0.25%	102
2022 Q3	$886K	Sell	19,644 -7,384	-27%	-$351K	0.33%	62
2022 Q2	$1.29M	Buy	+27,028	New	+$1.3M	0.5%	48