GWSA
Global Wealth Strategies & Associates’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
Q1 | – | Sell |
-3,644
| Closed | -$183K | – | 557 |
|
|
2024
Q4 | $183K | Hold |
3,644
| – | – | 0.06% | 55 |
|
|
2024
Q3 | $186K | Buy |
3,644
+3,624
| +18,120% | +$185K | 0.06% | 47 |
|
|
2024
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 290 |
|
|
2024
Q1 | $1.01K | Hold |
20
| – | – | ﹤0.01% | 308 |
|
|
2023
Q4 | $1.02K | Buy |
20
+8
| +67% | +$408 | ﹤0.01% | 277 |
|
|
2023
Q3 | $577 | Hold |
12
| – | – | ﹤0.01% | 297 |
|
|
2023
Q2 | $603 | Hold |
12
| – | – | ﹤0.01% | 283 |
|
|
2023
Q1 | $608 | Sell |
12
-18
| -60% | -$912 | ﹤0.01% | 305 |
|
|
2022
Q4 | $1.49K | Buy |
+30
| New | +$1.49K | ﹤0.01% | 284 |
|