TWM
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Tolleson Wealth Management’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-15,915
Closed -$751K 107
2024
Q3
$751K Hold
15,915
0.14% 47
2024
Q2
$723K Hold
15,915
0.14% 51
2024
Q1
$726K Buy
+15,915
New +$726K 0.14% 52