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	–	2539
2021 Q3	$3K	Buy	+60	New	+$3.21K	﹤0.01%	2027
2020 Q1	–	Sell	-23	Closed	-$1K	–	1779
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	–	1589
2018 Q2	$1K	Buy	+24	New	+$1.23K	﹤0.01%	1391
2017 Q3	–	Sell	-98	Closed	-$5K	–	1392
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TCI Wealth Advisors's VMBS Position: Q4 2021 in Review

TCI Wealth Advisors sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q4 2021, closing a stake of 60 shares — an estimated $3K sold.

TCI Wealth Advisors first reported a position in VMBS in Q2 2017 and held it in 6 quarters. The position peaked at $5K in Q2 2017. 538 funds tracked by Wall St. Rank hold VMBS as of Q4 2021.

TCI Wealth Advisors reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q4 2021 after selling out during the quarter.
TCI Wealth Advisors sold 60 Vanguard Mortgage-Backed Securities ETF shares in Q4 2021, an estimated $3K.
TCI Wealth Advisors first reported a position in Vanguard Mortgage-Backed Securities ETF in Q2 2017 and held it in 6 quarters.
TCI Wealth Advisors's Vanguard Mortgage-Backed Securities ETF position peaked at $5K in Q2 2017.
538 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q4 2021.

Based on TCI Wealth Advisors's 13F filing for Q4 2021, filed 24 Jan 2022.