Wescott Financial Advisory Group’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
2022
Q3
Sell
-4,709
Closed -$225K 143
2022
Q2
$225K Buy
4,709
+22
+0.5% +$1.05K 0.06% 120
2022
Q1
$235K Buy
+4,687
New +$235K 0.06% 116