BHWM
Beaird Harris 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
Q1 | $43.5M | Buy |
876,063
+13,800
| +2% | +$685K | 3.69% | 9 |
|
|
2024
Q4 | $43.2M | Sell |
862,263
-87,236
| -9% | -$4.37M | 3.73% | 8 |
|
|
2024
Q3 | $48.5M | Buy |
949,499
+56,472
| +6% | +$2.89M | 4.24% | 6 |
|
|
2024
Q2 | $44.7M | Buy |
893,027
+6,615
| +0.7% | +$331K | 4.21% | 5 |
|
|
2024
Q1 | $44.9M | Buy |
886,412
+63,062
| +8% | +$3.19M | 4.37% | 6 |
|
|
2023
Q4 | $42M | Sell |
823,350
-129,164
| -14% | -$6.59M | 4.41% | 6 |
|
|
2023
Q3 | $45.8M | Sell |
952,514
-54,062
| -5% | -$2.6M | 5.48% | 5 |
|
|
2023
Q2 | $50.6M | Buy |
1,006,576
+996,536
| +9,926% | +$50M | 6.05% | 5 |
|
|
2023
Q1 | $509K | Buy |
10,040
+7,322
| +269% | +$371K | 0.09% | 56 |
|
|
2022
Q4 | $135K | Buy |
2,718
+1,370
| +102% | +$67.8K | 0.03% | 114 |
|
|
2022
Q3 | $65K | Sell |
1,348
-94
| -7% | -$4.53K | 0.01% | 144 |
|
|
2022
Q2 | $72K | Sell |
1,442
-151
| -9% | -$7.54K | 0.02% | 116 |
|
|
2022
Q1 | $82K | Sell |
1,593
-8,854
| -85% | -$456K | 0.03% | 152 |
|
|
2021
Q4 | $574K | Buy |
+10,447
| New | +$574K | 0.21% | 62 |
|