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TCI Wealth Advisors’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

TCI Wealth 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
2021
Q4 		– Sell
-60
Closed -$3K – 2540
2021
Q3 		$3K Buy
+60
New +$3.21K ﹤0.01% 2027
2020
Q1 		– Sell
-23
Closed -$1K – 1780
2019
Q4 		$1K Hold
23
– – ﹤0.01% 1453
2019
Q3 		$1K Hold
23
– – ﹤0.01% 1402
2019
Q2 		$1K Buy
+23
New +$1.2K ﹤0.01% 1320
2018
Q3 		– Sell
-24
Closed -$1K – 1592
2018
Q2 		$1K Buy
+24
New +$1.23K ﹤0.01% 1391
2017
Q3 		– Sell
-98
Closed -$5K – 1396
2017
Q2 		$5K Buy
+98
New +$5.17K ﹤0.01% 771

Other funds holding VMBS

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return