TCWA
Turtle Creek Wealth Advisors’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $284K | Buy |
+6,120
| New | +$284K | 0.03% | 222 |
|
|
2024
Q4 | – | Sell |
-6,120
| Closed | -$289K | – | 161 |
|
|
2024
Q3 | $289K | Hold |
6,120
| – | – | 0.06% | 138 |
|
|
2024
Q2 | $278K | Hold |
6,120
| – | – | 0.06% | 129 |
|
|
2024
Q1 | $279K | Buy |
+6,120
| New | +$279K | 0.07% | 124 |
|