1WM
1900 Wealth Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.1M | Buy |
227,290
+26,397
| +13% | +$1.29M | 0.84% | 16 |
|
|
2025
Q1 | $9.97M | Buy |
200,893
+12,613
| +7% | +$626K | 0.83% | 16 |
|
|
2024
Q4 | $9.44M | Buy |
188,280
+3,044
| +2% | +$153K | 0.79% | 19 |
|
|
2024
Q3 | $9.47M | Buy |
185,236
+1,438
| +0.8% | +$73.5K | 0.81% | 18 |
|
|
2024
Q2 | $9.21M | Buy |
183,798
+9,039
| +5% | +$453K | 0.86% | 17 |
|
|
2024
Q1 | $8.84M | Buy |
174,759
+41,013
| +31% | +$2.08M | 0.81% | 23 |
|
|
2023
Q4 | $6.83M | Buy |
+133,746
| New | +$6.83M | 0.63% | 38 |
|