AWM
Axxcess 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 | $3.76M | Buy |
76,718
+959
| +1% | +$47K | 0.09% | 180 |
|
|
2025
Q1 | $3.76M | Sell |
75,759
-42,171
| -36% | -$2.09M | 0.1% | 165 |
|
|
2024
Q4 | $5.91M | Buy |
117,930
+1,261
| +1% | +$63.2K | 0.14% | 123 |
|
|
2024
Q3 | $5.96M | Buy |
116,669
+7,380
| +7% | +$377K | 0.15% | 121 |
|
|
2024
Q2 | $5.48M | Sell |
109,289
-1,304
| -1% | -$65.3K | 0.14% | 122 |
|
|
2024
Q1 | $5.6M | Sell |
110,593
-12,989
| -11% | -$657K | 0.15% | 118 |
|
|
2023
Q4 | $6.31M | Buy |
123,582
+27,393
| +28% | +$1.4M | 0.18% | 107 |
|
|
2023
Q3 | $4.63M | Buy |
96,189
+46,880
| +95% | +$2.25M | 0.16% | 116 |
|
|
2023
Q2 | $2.48M | Sell |
49,309
-671
| -1% | -$33.7K | 0.18% | 108 |
|
|
2023
Q1 | $2.53M | Buy |
49,980
+7,054
| +16% | +$357K | 0.19% | 106 |
|
|
2022
Q4 | $2.12M | Buy |
42,926
+24,563
| +134% | +$1.22M | 0.18% | 117 |
|
|
2022
Q3 | $884K | Sell |
18,363
-10,444
| -36% | -$503K | 0.08% | 207 |
|
|
2022
Q2 | $1.44M | Buy |
28,807
+10,098
| +54% | +$504K | 0.13% | 143 |
|
|
2022
Q1 | $965K | Sell |
18,709
-3,918
| -17% | -$202K | 0.08% | 220 |
|
|
2021
Q4 | $1.24M | Buy |
+22,627
| New | +$1.24M | 0.09% | 176 |
|