EWM
EPG 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 | $789K | Sell |
16,099
-292
| -2% | -$14.3K | 0.24% | 116 |
|
|
2025
Q1 | $813K | Buy |
16,391
+2,098
| +15% | +$104K | 0.23% | 126 |
|
|
2024
Q4 | $716K | Sell |
14,293
-3,854
| -21% | -$193K | 0.19% | 134 |
|
|
2024
Q3 | $928K | Buy |
+18,147
| New | +$928K | 0.23% | 118 |
|
|
2024
Q2 | – | Sell |
-17,724
| Closed | -$897K | – | 115 |
|
|
2024
Q1 | $897K | Sell |
17,724
-1,613
| -8% | -$81.6K | 0.22% | 119 |
|
|
2023
Q4 | $976K | Sell |
19,337
-2,296
| -11% | -$116K | 0.26% | 98 |
|
|
2023
Q3 | $1.04M | Sell |
21,633
-1,973
| -8% | -$94.9K | 0.31% | 82 |
|
|
2023
Q2 | $1.19M | Sell |
23,606
-907
| -4% | -$45.5K | 0.35% | 75 |
|
|
2023
Q1 | $1.24M | Buy |
24,513
+967
| +4% | +$49K | 0.39% | 69 |
|
|
2022
Q4 | $1.17M | Buy |
23,546
+3,196
| +16% | +$158K | 0.44% | 53 |
|
|
2022
Q3 | $980K | Buy |
20,350
+9,165
| +82% | +$441K | 0.4% | 56 |
|
|
2022
Q2 | $558K | Buy |
11,185
+3,181
| +40% | +$159K | 0.24% | 92 |
|
|
2022
Q1 | $413K | Buy |
8,004
+3,556
| +80% | +$183K | 0.14% | 137 |
|
|
2021
Q4 | $244K | Buy |
4,448
+12
| +0.3% | +$658 | 0.09% | 201 |
|
|
2021
Q3 | $243K | Buy |
4,436
+363
| +9% | +$19.9K | 0.1% | 182 |
|
|
2021
Q2 | $225K | Buy |
+4,073
| New | +$225K | 0.1% | 189 |
|
|
2020
Q3 | – | Sell |
-4,353
| Closed | -$236K | – | 150 |
|
|
2020
Q2 | $236K | Buy |
4,353
+2,719
| +166% | +$147K | 0.17% | 123 |
|
|
2020
Q1 | $86K | Buy |
1,634
+94
| +6% | +$4.95K | 0.06% | 193 |
|
|
2019
Q4 | $82K | Buy |
+1,540
| New | +$82K | 0.06% | 170 |
|