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TD Capital Management’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

TD Capital Management’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
2019
Q4 		– Sell
-6
Closed – – 283
2019
Q3 		$0 Hold
6
– – ﹤0.01% 285
2019
Q2 		$0 Hold
6
– – ﹤0.01% 270
2019
Q1 		$0 Sell
6
-2,201
-100% -$114K ﹤0.01% 229
2018
Q4 		$114K Buy
2,207
+22
+1% +$1.12K 0.03% 55
2018
Q3 		$111K Buy
2,185
+14
+0.6% +$717 0.03% 59
2018
Q2 		$112K Buy
2,171
+15
+0.7% +$769 0.03% 54
2018
Q1 		$111K Buy
2,156
+8
+0.4% +$413 0.03% 54
2017
Q4 		$113K Buy
2,148
+16
+0.8% +$842 0.03% 56
2017
Q3 		$113K Buy
+2,132
New +$113K 0.03% 54

Other funds holding VMBS

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Bank of America
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return