AWA
Acorn Wealth Advisors’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 | $494K | Buy |
10,081
+2,529
| +33% | +$124K | 0.18% | 121 |
|
|
2025
Q1 | $375K | Buy |
7,552
+1,940
| +35% | +$96.3K | 0.16% | 133 |
|
|
2024
Q4 | $281K | Sell |
5,612
-1,800
| -24% | -$90.2K | 0.12% | 180 |
|
|
2024
Q3 | $379K | Buy |
+7,412
| New | +$379K | 0.16% | 129 |
|