AWS
Aspen Wealth Strategies’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 | $528K | Buy |
10,776
+513
| +5% | +$25.2K | 0.32% | 48 |
|
|
2025
Q1 | $509K | Sell |
10,263
-88
| -0.9% | -$4.37K | 0.33% | 50 |
|
|
2024
Q4 | $519K | Buy |
10,351
+95
| +0.9% | +$4.76K | 0.33% | 47 |
|
|
2024
Q3 | $524K | Sell |
10,256
-200
| -2% | -$10.2K | 0.34% | 43 |
|
|
2024
Q2 | $528K | Sell |
10,456
-200
| -2% | -$10.1K | 0.37% | 44 |
|
|
2024
Q1 | $539K | Sell |
10,656
-668
| -6% | -$33.8K | 0.37% | 40 |
|
|
2023
Q4 | $578K | Sell |
11,324
-1,362
| -11% | -$69.5K | 0.42% | 39 |
|
|
2023
Q3 | $610K | Buy |
12,686
+416
| +3% | +$20K | 0.48% | 32 |
|
|
2023
Q2 | $616K | Buy |
12,270
+1,439
| +13% | +$72.3K | 0.47% | 37 |
|
|
2023
Q1 | $549K | Buy |
10,831
+129
| +1% | +$6.54K | 0.43% | 30 |
|
|
2022
Q4 | $530K | Buy |
+10,702
| New | +$530K | 0.42% | 34 |
|