CWM
Centurion 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 | $1.23M | Buy |
25,027
+340
| +1% | +$16.7K | 0.35% | 62 |
|
|
2025
Q1 | $1.24M | Hold |
24,687
| – | – | 0.39% | 55 |
|
|
2024
Q4 | $1.24M | Buy |
24,687
+257
| +1% | +$12.9K | 0.39% | 55 |
|
|
2024
Q3 | $1.25M | Buy |
+24,430
| New | +$1.25M | 0.4% | 53 |
|
|
2024
Q1 | $2.18M | Buy |
43,171
+1,154
| +3% | +$58.4K | 0.86% | 23 |
|
|
2023
Q4 | $2.14M | Buy |
42,017
+1,386
| +3% | +$70.8K | 0.92% | 21 |
|
|
2023
Q3 | $1.95M | Sell |
40,631
-2,946
| -7% | -$142K | 0.96% | 22 |
|
|
2023
Q2 | $2.19M | Buy |
43,577
+151
| +0.3% | +$7.58K | 1.06% | 22 |
|
|
2023
Q1 | $2.2M | Buy |
43,426
+14,697
| +51% | +$745K | 1.11% | 22 |
|
|
2022
Q4 | $1.42M | Buy |
+28,729
| New | +$1.42M | 0.8% | 29 |
|