TCBWMS
Texas Capital Bank Wealth Management Services’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.16M | Buy |
32,744
+4,436
| +16% | +$1.24M | 0.86% | 28 |
|
|
2025
Q1 | $7.32M | Sell |
28,308
-1,785
| -6% | -$462K | 0.74% | 37 |
|
|
2024
Q4 | $7.95M | Sell |
30,093
-3,785
| -11% | -$1,000K | 0.81% | 32 |
|
|
2024
Q3 | $8.94M | Buy |
33,878
+4,885
| +17% | +$1.29M | 0.88% | 29 |
|
|
2024
Q2 | $7.02M | Sell |
28,993
-2,825
| -9% | -$684K | 0.73% | 36 |
|
|
2024
Q1 | $7.95M | Sell |
31,818
-1,583
| -5% | -$396K | 0.87% | 29 |
|
|
2023
Q4 | $7.77M | Sell |
33,401
-1,138
| -3% | -$265K | 0.92% | 30 |
|
|
2023
Q3 | $7.19M | Buy |
34,539
+1,564
| +5% | +$326K | 0.91% | 29 |
|
|
2023
Q2 | $7.26M | Sell |
32,975
-4,439
| -12% | -$977K | 0.78% | 44 |
|
|
2023
Q1 | $7.89M | Sell |
37,414
-15
| -0% | -$3.16K | 0.91% | 40 |
|
|
2022
Q4 | $7.63M | Buy |
37,429
+15,025
| +67% | +$3.06M | 0.93% | 33 |
|
|
2022
Q3 | $4.21M | Sell |
22,404
-1,193
| -5% | -$224K | 0.54% | 45 |
|
|
2022
Q2 | $4.65M | Buy |
23,597
+546
| +2% | +$108K | 0.54% | 49 |
|
|
2022
Q1 | $5.48M | Buy |
23,051
+347
| +2% | +$82.5K | 0.5% | 46 |
|
|
2021
Q4 | $5.78M | Sell |
22,704
-132
| -0.6% | -$33.6K | 0.5% | 43 |
|
|
2021
Q3 | $5.41M | Sell |
22,836
-295
| -1% | -$69.8K | 0.55% | 43 |
|
|
2021
Q2 | $5.49M | Buy |
23,131
+592
| +3% | +$141K | 0.69% | 42 |
|
|
2021
Q1 | $4.99M | Buy |
22,539
+124
| +0.6% | +$27.4K | 0.71% | 44 |
|
|
2020
Q4 | $4.64M | Sell |
22,415
-686
| -3% | -$142K | 0.68% | 43 |
|
|
2020
Q3 | $4.07M | Sell |
23,101
-46
| -0.2% | -$8.11K | 0.66% | 31 |
|
|
2020
Q2 | $3.79M | Buy |
23,147
+4,672
| +25% | +$766K | 0.85% | 20 |
|
|
2020
Q1 | $2.43M | Buy |
18,475
+6,095
| +49% | +$802K | 0.69% | 21 |
|
|
2019
Q4 | $2.21M | Buy |
+12,380
| New | +$2.21M | 0.49% | 40 |
|