FWM
FFT 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 | $565K | Sell |
11,560
-8,980
| -44% | -$439K | 0.11% | 65 |
|
|
2025
Q1 | $1.02M | Sell |
20,540
-25,049
| -55% | -$1.24M | 0.21% | 50 |
|
|
2024
Q4 | $2.29M | Buy |
45,589
+5,458
| +14% | +$274K | 0.17% | 45 |
|
|
2024
Q3 | $2.05M | Sell |
40,131
-9,836
| -20% | -$503K | 0.16% | 48 |
|
|
2024
Q2 | $2.5M | Buy |
49,967
+1,216
| +2% | +$60.9K | 0.22% | 39 |
|
|
2024
Q1 | $2.47M | Buy |
48,751
+2,328
| +5% | +$118K | 0.21% | 39 |
|
|
2023
Q4 | $2.37M | Buy |
46,423
+3,818
| +9% | +$195K | 0.21% | 33 |
|
|
2023
Q3 | $2.05M | Buy |
42,605
+4,248
| +11% | +$204K | 0.26% | 29 |
|
|
2023
Q2 | $1.93M | Sell |
38,357
-166,138
| -81% | -$8.34M | 0.24% | 30 |
|
|
2023
Q1 | $10.4M | Buy |
204,495
+3,882
| +2% | +$197K | 1.29% | 15 |
|
|
2022
Q4 | $9.93M | Buy |
200,613
+1,550
| +0.8% | +$76.7K | 1.27% | 15 |
|
|
2022
Q3 | $9.58M | Buy |
199,063
+8,266
| +4% | +$398K | 1.34% | 14 |
|
|
2022
Q2 | $9.53M | Buy |
190,797
+1,910
| +1% | +$95.4K | 1.06% | 19 |
|
|
2022
Q1 | $9.74M | Sell |
188,887
-532,416
| -74% | -$27.4M | 0.93% | 22 |
|
|
2021
Q4 | $39.6M | Buy |
721,303
+29,997
| +4% | +$1.65M | 3.55% | 11 |
|
|
2021
Q3 | $37.9M | Buy |
+691,306
| New | +$37.9M | 3.58% | 10 |
|