AWM
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Aries Wealth Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Aries Wealth Management’s Portfolio VTEB Stock Details VTEB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-4,298
Closed -$218K – 207
2023
Q1 		$218K Sell
4,298
-730
-15% -$37K 0.09% 176
2022
Q4 		$249K Buy
+5,028
New +$249K 0.11% 164