Wells Financial Advisors’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Wells Financial Advisors’s Portfolio VMBS Stock Details VMBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$126K	Hold
2025 Q2	$124K	Sell
2025 Q1	$145K	Hold
2024 Q4	$142K	Buy
2024 Q3	$139K	Sell
2024 Q2	$1M	Buy
2024 Q1	$91.2K	Buy