AW
Alaethes Wealth’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 | $6.68M | Buy |
136,279
+4,085
| +3% | +$200K | 2% | 10 |
|
|
2025
Q1 | $6.56M | Buy |
132,194
+11,712
| +10% | +$581K | 2.4% | 8 |
|
|
2024
Q4 | $6.04M | Sell |
120,482
-6,872
| -5% | -$344K | 2.16% | 10 |
|
|
2024
Q3 | $6.51M | Buy |
127,354
+9,582
| +8% | +$490K | 2.4% | 8 |
|
|
2024
Q2 | $5.9M | Buy |
117,772
+22,058
| +23% | +$1.11M | 2.44% | 7 |
|
|
2024
Q1 | $4.84M | Buy |
95,714
+11,597
| +14% | +$587K | 2.12% | 9 |
|
|
2023
Q4 | $4.29M | Buy |
84,117
+921
| +1% | +$47K | 2.03% | 8 |
|
|
2023
Q3 | $4M | Buy |
83,196
+22,705
| +38% | +$1.09M | 2.19% | 8 |
|
|
2023
Q2 | $3.04M | Buy |
60,491
+6,152
| +11% | +$309K | 1.67% | 8 |
|
|
2023
Q1 | $2.75M | Buy |
54,339
+38,616
| +246% | +$1.96M | 1.61% | 8 |
|
|
2022
Q4 | $778K | Sell |
15,723
-8,610
| -35% | -$426K | 0.53% | 78 |
|
|
2022
Q3 | $1.17M | Sell |
24,333
-138
| -0.6% | -$6.64K | 0.86% | 40 |
|
|
2022
Q2 | $1.22M | Sell |
24,471
-5,523
| -18% | -$276K | 0.91% | 36 |
|
|
2022
Q1 | $1.55M | Buy |
29,994
+1,136
| +4% | +$58.6K | 0.98% | 27 |
|
|
2021
Q4 | $1.59M | Sell |
28,858
-405
| -1% | -$22.2K | 1% | 27 |
|
|
2021
Q3 | $1.6M | Buy |
29,263
+1,069
| +4% | +$58.6K | 1.17% | 21 |
|
|
2021
Q2 | $1.56M | Buy |
28,194
+4,425
| +19% | +$245K | 1.2% | 21 |
|
|
2021
Q1 | $1.3M | Buy |
+23,769
| New | +$1.3M | 1.2% | 22 |
|