BWM
BCS 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 | $805K | Buy |
16,413
+8,065
| +97% | +$396K | 0.17% | 115 |
|
|
2025
Q1 | $414K | Hold |
8,348
| – | – | 0.11% | 162 |
|
|
2024
Q4 | $418K | Buy |
+8,348
| New | +$418K | 0.1% | 170 |
|
|
2024
Q2 | – | Sell |
-8,348
| Closed | -$422K | – | 231 |
|
|
2024
Q1 | $422K | Buy |
8,348
+883
| +12% | +$44.6K | 0.14% | 154 |
|
|
2023
Q4 | $381K | Buy |
7,465
+1,256
| +20% | +$64.1K | 0.14% | 142 |
|
|
2023
Q3 | $299K | Buy |
+6,209
| New | +$299K | 0.12% | 147 |
|
|
2023
Q2 | – | Sell |
-19,713
| Closed | -$999K | – | 174 |
|
|
2023
Q1 | $999K | Buy |
19,713
+8,626
| +78% | +$437K | 0.45% | 56 |
|
|
2022
Q4 | $549K | Buy |
+11,087
| New | +$549K | 0.23% | 98 |
|
|
2022
Q1 | – | Sell |
-7,342
| Closed | -$403K | – | 211 |
|
|
2021
Q4 | $403K | Buy |
+7,342
| New | +$403K | 0.14% | 126 |
|