AWM
Aprio 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 | $9.92M | Buy |
202,390
+37,279
| +23% | +$1.83M | 1.12% | 20 |
|
|
2025
Q1 | $8.19M | Buy |
165,111
+38,665
| +31% | +$1.92M | 1.03% | 23 |
|
|
2024
Q4 | $6.34M | Buy |
126,446
+16,569
| +15% | +$831K | 0.92% | 23 |
|
|
2024
Q3 | $5.62M | Sell |
109,877
-3,376
| -3% | -$173K | 0.9% | 25 |
|
|
2024
Q2 | $5.68M | Buy |
113,253
+14,054
| +14% | +$704K | 1.03% | 22 |
|
|
2024
Q1 | $5.02M | Buy |
99,199
+46,945
| +90% | +$2.38M | 0.98% | 22 |
|
|
2023
Q4 | $2.67M | Buy |
+52,254
| New | +$2.67M | 0.6% | 29 |
|
|
2020
Q4 | – | Sell |
-76,345
| Closed | -$4.16M | – | 68 |
|
|
2020
Q3 | $4.16M | Hold |
76,345
| – | – | 2.95% | 9 |
|
|
2020
Q2 | $4.13M | Buy |
+76,345
| New | +$4.13M | 3.99% | 5 |
|