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
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
2023
Q3 		$320K Buy