Global Wealth Management Investment Advisory’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $557K | Buy |
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|
2025
Q2 | $425K | Buy |
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|
2025
Q1 | $419K | Sell |
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|
2024
Q4 | $425K | Buy |
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|
2024
Q3 | $308K | Hold |
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|
2024
Q2 | $302K | Buy |
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|
2024
Q1 | $303K | Sell |
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|
2023
Q4 | $658K | Hold |
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|
2023
Q3 | $620K | Hold |
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|
2023
Q2 | $647K | Buy |
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|
2023
Q1 | $652K | Hold |
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|
2022
Q4 | $637K | Buy |
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|
2022
Q3 | $583K | Hold |
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|
2022
Q2 | $604K | Buy |
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|
2022
Q1 | $608K | Buy |
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|
2021
Q4 | $633K | Hold |
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|
2021
Q3 | $631K | Buy |
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|
2021
Q2 | $607K | Hold |
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|
2021
Q1 | $600K | Buy |
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|
2020
Q4 | $322K | Hold |
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|
2020
Q3 | $318K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $18K | Buy |
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