FWA
FSM 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 | $483K | Sell |
9,861
-31
| -0.3% | -$1.52K | 0.08% | 158 |
|
|
2025
Q1 | $491K | Sell |
9,892
-418
| -4% | -$20.7K | 0.11% | 109 |
|
|
2024
Q4 | $514K | Buy |
10,310
+26
| +0.3% | +$1.3K | 0.13% | 96 |
|
|
2024
Q3 | $526K | Buy |
10,284
+1,095
| +12% | +$56K | 0.14% | 91 |
|
|
2024
Q2 | $460K | Sell |
9,189
-1,300
| -12% | -$65.1K | 0.15% | 90 |
|
|
2024
Q1 | $531K | Sell |
10,489
-4,242
| -29% | -$215K | 0.19% | 84 |
|
|
2023
Q4 | $752K | Buy |
14,731
+740
| +5% | +$37.8K | 0.32% | 61 |
|
|
2023
Q3 | $673K | Buy |
13,991
+2,229
| +19% | +$107K | 0.34% | 61 |
|
|
2023
Q2 | $588K | Buy |
11,762
+3,190
| +37% | +$160K | 0.3% | 70 |
|
|
2023
Q1 | $434K | Buy |
8,572
+4,454
| +108% | +$226K | 0.25% | 86 |
|
|
2022
Q4 | $204K | Buy |
+4,118
| New | +$204K | 0.14% | 135 |
|