CWAG
Compton Wealth Advisory Group’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,469
| Closed | -$224K | – | 115 |
|
|
2024
Q2 | $224K | Buy |
4,469
+33
| +0.7% | +$1.65K | 0.06% | 101 |
|
|
2024
Q1 | $224K | Buy |
4,436
+166
| +4% | +$8.4K | 0.06% | 101 |
|
|
2023
Q4 | $218K | Hold |
4,270
| – | – | 0.07% | 84 |
|
|
2023
Q3 | $205K | Buy |
4,270
+188
| +5% | +$9.04K | 0.07% | 88 |
|
|
2023
Q2 | $205K | Hold |
4,082
| – | – | 0.07% | 88 |
|
|
2023
Q1 | $207K | Buy |
+4,082
| New | +$207K | 0.07% | 87 |
|