CWM
Certus 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 | $1.02M | Buy |
20,760
+8,470
| +69% | +$415K | 0.66% | 34 |
|
|
2025
Q1 | $602K | Hold |
12,290
| – | – | 0.41% | 40 |
|
|
2024
Q4 | $617K | Sell |
12,290
-6,892
| -36% | -$346K | 0.41% | 40 |
|
|
2024
Q3 | $981K | Hold |
19,182
| – | – | 0.68% | 29 |
|
|
2024
Q2 | $961K | Buy |
19,182
+7,263
| +61% | +$364K | 0.73% | 27 |
|
|
2024
Q1 | $596K | Hold |
11,919
| – | – | 0.47% | 38 |
|
|
2023
Q4 | $608K | Hold |
11,919
| – | – | 0.52% | 38 |
|
|
2023
Q3 | $573K | Buy |
+11,919
| New | +$573K | 0.55% | 37 |
|