EWA
Encompass 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 | $1.03M | Buy |
21,020
+4,000
| +24% | +$196K | 0.38% | 41 |
|
|
2025
Q1 | $845K | Hold |
17,020
| – | – | 0.34% | 43 |
|
|
2024
Q4 | $853K | Hold |
17,020
| – | – | 0.34% | 43 |
|
|
2024
Q3 | $870K | Sell |
17,020
-800
| -4% | -$40.9K | 0.22% | 96 |
|
|
2024
Q2 | $893K | Hold |
17,820
| – | – | 0.24% | 87 |
|
|
2024
Q1 | $902K | Buy |
17,820
+1,600
| +10% | +$81K | 0.24% | 88 |
|
|
2023
Q4 | $828K | Hold |
16,220
| – | – | 0.25% | 82 |
|
|
2023
Q3 | $780K | Sell |
16,220
-800
| -5% | -$38.5K | 0.26% | 79 |
|
|
2023
Q2 | $855K | Hold |
17,020
| – | – | 0.28% | 71 |
|
|
2023
Q1 | $862K | Hold |
17,020
| – | – | 0.29% | 67 |
|
|
2022
Q4 | $842K | Buy |
17,020
+7,920
| +87% | +$392K | 0.31% | 62 |
|
|
2022
Q3 | $438K | Buy |
9,100
+1,200
| +15% | +$57.8K | 0.17% | 115 |
|
|
2022
Q2 | $394K | Buy |
+7,900
| New | +$394K | 0.14% | 126 |
|