AWM
Accurate 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 | $611K | Sell |
12,482
-869
| -7% | -$42.5K | 0.09% | 224 |
|
|
2025
Q1 | $644K | Buy |
13,351
+4,423
| +50% | +$213K | 0.12% | 174 |
|
|
2024
Q4 | $445K | Sell |
8,928
-3
| -0% | -$150 | 0.09% | 218 |
|
|
2024
Q3 | $453K | Sell |
8,931
-255
| -3% | -$12.9K | 0.09% | 215 |
|
|
2024
Q2 | $464K | Hold |
9,186
| – | – | 0.11% | 175 |
|
|
2024
Q1 | $459K | Buy |
9,186
+382
| +4% | +$19.1K | 0.13% | 155 |
|
|
2023
Q4 | $449K | Sell |
8,804
-4,344
| -33% | -$222K | 0.14% | 150 |
|
|
2023
Q3 | $630K | Sell |
13,148
-26,559
| -67% | -$1.27M | 0.2% | 113 |
|
|
2023
Q2 | $1.99M | Sell |
39,707
-782
| -2% | -$39.2K | 0.62% | 43 |
|
|
2023
Q1 | $2.06M | Sell |
40,489
-214
| -0.5% | -$10.9K | 0.71% | 23 |
|
|
2022
Q4 | $2.04M | Buy |
+40,703
| New | +$2.04M | 0.75% | 20 |
|