TCV Trust & Wealth Management’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $216K | Sell |
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|
2025
Q1 | $252K | Hold |
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|
2024
Q4 | $247K | Hold |
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|
2024
Q3 | $257K | Sell |
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|
2024
Q2 | $268K | Buy |
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|
2024
Q1 | $248K | Sell |
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|
2023
Q4 | $296K | Buy |
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|
2023
Q3 | $228K | Sell |
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|
2023
Q2 | $250K | Sell |
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|
2023
Q1 | $282K | Sell |
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|
2022
Q4 | $936K | Sell |
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|
2022
Q3 | $14.6M | Buy |
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|
2022
Q2 | $15.1M | Buy |
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|
2022
Q1 | $15.5M | Buy |
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|
2021
Q4 | $15.3M | Buy |
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|
2021
Q3 | $14.3M | Sell |
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|
2021
Q2 | $14.5M | Buy |
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|
2021
Q1 | $12.9M | Buy |
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|
2020
Q4 | $12M | Buy |
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|
2020
Q3 | $10.9M | Buy |
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|
2020
Q2 | $9.57M | Buy |
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|
2020
Q1 | $9.13M | Buy |
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|
2019
Q4 | $8.38M | Buy |
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|
2019
Q3 | $7.92M | Buy |
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|
2019
Q2 | $7.68M | Buy |
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|
2019
Q1 | $7.21M | Buy |
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|
2018
Q4 | $6.69M | Buy |
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|
2018
Q3 | $5.81M | Buy |
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|
2018
Q2 | $5.43M | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $205K | Sell |
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|
2016
Q4 | $218K | Sell |
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|
2016
Q3 | $239K | Sell |
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|
2016
Q2 | $345K | Sell |
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|
2016
Q1 | $449K | Sell |
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|
2015
Q4 | $546K | Sell |
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|
2015
Q3 | $1.52M | Sell |
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|
2015
Q2 | $3.77M | Buy |
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|
2015
Q1 | $3.77M | Buy |
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|
2014
Q4 | $3.71M | Sell |
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|
2014
Q3 | $3.89M | Sell |
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|
2014
Q2 | $3.91M | Sell |
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|
2014
Q1 | $4.03M | Buy |
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|
2013
Q4 | $3.94M | Buy |
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