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Tennessee Valley Asset Management Partners’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Tennessee Valley Asset Management Partners’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
2024
Q1 		– Sell
-118
Closed -$5.48K – 751
2023
Q4 		$5.48K Buy
+118
New +$5.22K ﹤0.01% 550

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JP Morgan Chase
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LPL Financial
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Ameriprise
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Morgan Stanley
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Tennessee Valley Asset Management Partners's VMBS Position: Q1 2024 in Review

Tennessee Valley Asset Management Partners sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q1 2024, closing a stake of 118 shares — an estimated $5.48K sold.

Tennessee Valley Asset Management Partners first reported a position in VMBS in Q4 2023 and held it in 1 quarter. The position peaked at $5.48K in Q4 2023. 580 funds tracked by Wall St. Rank hold VMBS as of Q1 2024.

  • Tennessee Valley Asset Management Partners reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q1 2024 after selling out during the quarter.
  • Tennessee Valley Asset Management Partners sold 118 Vanguard Mortgage-Backed Securities ETF shares in Q1 2024, an estimated $5.48K.
  • Tennessee Valley Asset Management Partners first reported a position in Vanguard Mortgage-Backed Securities ETF in Q4 2023 and held it in 1 quarter.
  • Tennessee Valley Asset Management Partners's Vanguard Mortgage-Backed Securities ETF position peaked at $5.48K in Q4 2023.
  • 580 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q1 2024.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q1 2024, filed 23 Apr 2024.