DWM
Dogwood 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 | $286K | Hold |
5,840
| – | – | 0.14% | 88 |
|
|
2025
Q1 | $290K | Hold |
5,840
| – | – | 0.15% | 83 |
|
|
2024
Q4 | $293K | Hold |
5,840
| – | – | 0.15% | 82 |
|
|
2024
Q3 | $299K | Sell |
5,840
-321
| -5% | -$16.4K | 0.17% | 83 |
|
|
2024
Q2 | $309K | Buy |
6,161
+472
| +8% | +$23.7K | 0.19% | 66 |
|
|
2024
Q1 | $288K | Sell |
5,689
-1
| -0% | -$51 | 0.19% | 68 |
|
|
2023
Q4 | $290K | Buy |
+5,690
| New | +$290K | 0.23% | 60 |
|