CTWM
Cherry Tree 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 | $5.53M | Buy |
112,775
+31,728
| +39% | +$1.56M | 1.29% | 24 |
|
|
2025
Q1 | $4.02M | Buy |
81,047
+995
| +1% | +$49.4K | 0.97% | 32 |
|
|
2024
Q4 | $4.01M | Buy |
80,052
+4,311
| +6% | +$216K | 0.99% | 29 |
|
|
2024
Q3 | $3.87M | Buy |
75,741
+426
| +0.6% | +$21.8K | 0.92% | 30 |
|
|
2024
Q2 | $3.77M | Buy |
75,315
+13,515
| +22% | +$677K | 0.95% | 30 |
|
|
2024
Q1 | $3.13M | Buy |
61,800
+9,497
| +18% | +$481K | 0.79% | 33 |
|
|
2023
Q4 | $2.67M | Buy |
52,303
+4,718
| +10% | +$241K | 0.71% | 34 |
|
|
2023
Q3 | $2.29M | Buy |
47,585
+14,463
| +44% | +$696K | 0.67% | 34 |
|
|
2023
Q2 | $1.66M | Buy |
+33,122
| New | +$1.66M | 0.48% | 37 |
|