GWP
Gateway 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 | – | Sell |
-5,893
| Closed | -$292K | – | 376 |
|
|
2025
Q1 | $292K | Buy |
+5,893
| New | +$292K | 0.07% | 255 |
|
|
2023
Q3 | – | Sell |
-14,964
| Closed | -$752K | – | 271 |
|
|
2023
Q2 | $752K | Buy |
14,964
+403
| +3% | +$20.2K | 0.13% | 96 |
|
|
2023
Q1 | $738K | Buy |
14,561
+1,579
| +12% | +$80K | 0.11% | 94 |
|
|
2022
Q4 | $642K | Buy |
+12,982
| New | +$642K | 0.11% | 84 |
|