CWM
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Collaborative Wealth Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Collaborative Wealth Management’s Portfolio VTEB Stock Details VTEB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-6,652
Closed -$320K – 174
2023
Q3 		$320K Buy
+6,652
New +$320K 0.19% 113