AWA
Aletheian 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 | $1.67M | Hold |
34,071
| – | – | 0.82% | 25 |
|
|
2025
Q1 | $1.69M | Sell |
34,071
-905
| -3% | -$44.9K | 0.95% | 25 |
|
|
2024
Q4 | $1.75M | Sell |
34,976
-1,919
| -5% | -$96.2K | 1.04% | 23 |
|
|
2024
Q3 | $1.89M | Sell |
36,895
-855
| -2% | -$43.7K | 1.1% | 21 |
|
|
2024
Q2 | $1.89M | Sell |
37,750
-2,985
| -7% | -$150K | 1% | 26 |
|
|
2024
Q1 | $2.06M | Sell |
40,735
-660
| -2% | -$33.4K | 1.12% | 25 |
|
|
2023
Q4 | $2.11M | Buy |
41,395
+12,295
| +42% | +$628K | 1.4% | 17 |
|
|
2023
Q3 | $1.4M | Buy |
29,100
+3,243
| +13% | +$156K | 1.07% | 25 |
|
|
2023
Q2 | $1.3M | Sell |
25,857
-591
| -2% | -$29.7K | 0.89% | 29 |
|
|
2023
Q1 | $1.34M | Sell |
26,448
-10,340
| -28% | -$524K | 1.18% | 20 |
|
|
2022
Q4 | $1.82M | Sell |
36,788
-61
| -0.2% | -$3.02K | 1.57% | 15 |
|
|
2022
Q3 | $1.77M | Sell |
36,849
-5,581
| -13% | -$269K | 2.01% | 16 |
|
|
2022
Q2 | $2.12M | Buy |
42,430
+32,639
| +333% | +$1.63M | 2.15% | 13 |
|
|
2022
Q1 | $505K | Buy |
+9,791
| New | +$505K | 0.48% | 38 |
|