Wealthspire Advisors (New York)’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
$416K Sell
8,975
-711
-7% -$32.9K ﹤0.01% 587
2025
Q1
$449K Sell
9,686
-1,566
-14% -$72.5K ﹤0.01% 545
2024
Q4
$510K Buy
11,252
+5,800
+106% +$263K 0.01% 509
2024
Q3
$257K Buy
+5,452
New +$257K ﹤0.01% 655