BWM
Benchmark 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 | $4.48M | Sell |
91,353
-6,037
| -6% | -$296K | 1.99% | 14 |
|
|
2025
Q1 | $4.83M | Sell |
97,390
-762
| -0.8% | -$37.8K | 2.34% | 13 |
|
|
2024
Q4 | $4.92M | Sell |
98,152
-971
| -1% | -$48.7K | 2.42% | 12 |
|
|
2024
Q3 | $5.07M | Buy |
99,123
+14,964
| +18% | +$765K | 2.5% | 12 |
|
|
2024
Q2 | $4.22M | Sell |
84,159
-1,217
| -1% | -$61K | 2.25% | 12 |
|
|
2024
Q1 | $4.32M | Buy |
85,376
+19,492
| +30% | +$986K | 2.35% | 13 |
|
|
2023
Q4 | $3.36M | Sell |
65,884
-3,713
| -5% | -$190K | 1.99% | 13 |
|
|
2023
Q3 | $3.35M | Sell |
69,597
-23,174
| -25% | -$1.11M | 2.14% | 14 |
|
|
2023
Q2 | $4.66M | Buy |
92,771
+4,153
| +5% | +$209K | 2.81% | 11 |
|
|
2023
Q1 | $4.5M | Buy |
88,618
+17,187
| +24% | +$873K | 2.87% | 10 |
|
|
2022
Q4 | $3.54M | Buy |
71,431
+36,800
| +106% | +$1.82M | 2.54% | 11 |
|
|
2022
Q3 | $1.67M | Buy |
34,631
+19,086
| +123% | +$919K | 1.31% | 13 |
|
|
2022
Q2 | $776K | Buy |
+15,545
| New | +$776K | 0.57% | 18 |
|