FWP
Firethorn Wealth Partners’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 | $1.04M | Buy |
21,255
+1,442
| +7% | +$70.7K | 0.45% | 48 |
|
2025
Q1 | $983K | Sell |
19,813
-3,954
| -17% | -$196K | 0.47% | 43 |
|
2024
Q4 | $1.19M | Sell |
23,767
-16
| -0.1% | -$802 | 0.59% | 35 |
|
2024
Q3 | $1.22M | Sell |
23,783
-336
| -1% | -$17.2K | 0.62% | 34 |
|
2024
Q2 | $1.21M | Buy |
24,119
+459
| +2% | +$23K | 0.68% | 31 |
|
2024
Q1 | $1.2M | Sell |
23,660
-709
| -3% | -$35.9K | 0.71% | 32 |
|
2023
Q4 | $1.24M | Buy |
24,369
+19,363
| +387% | +$988K | 0.82% | 27 |
|
2023
Q3 | $241K | Buy |
+5,006
| New | +$241K | 0.18% | 101 |
|