CWA
Continuum Wealth Advisors’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 | – | Sell |
-19,594
| Closed | -$972K | – | 64 |
|
|
2025
Q1 | $972K | Sell |
19,594
-2,705
| -12% | -$134K | 0.5% | 21 |
|
|
2024
Q4 | $1.12M | Buy |
22,299
+877
| +4% | +$44K | 0.57% | 20 |
|
|
2024
Q3 | $1.1M | Buy |
21,422
+9,206
| +75% | +$471K | 0.59% | 22 |
|
|
2024
Q2 | $612K | Buy |
12,216
+3,172
| +35% | +$159K | 0.32% | 25 |
|
|
2024
Q1 | $458K | Buy |
+9,044
| New | +$458K | 0.26% | 34 |
|