GSWM
Greenup Street Wealth Management’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 | $809K | Buy |
16,509
+11,472
| +228% | +$562K | 0.14% | 66 |
|
|
2025
Q1 | $250K | Sell |
5,037
-1,583
| -24% | -$78.5K | 0.05% | 92 |
|
|
2024
Q4 | $332K | Sell |
6,620
-2,665
| -29% | -$134K | 0.07% | 76 |
|
|
2024
Q3 | $475K | Buy |
9,285
+1,139
| +14% | +$58.2K | 0.1% | 67 |
|
|
2024
Q2 | $408K | Hold |
8,146
| – | – | 0.1% | 63 |
|
|
2024
Q1 | $412K | Buy |
8,146
+1,977
| +32% | +$100K | 0.1% | 65 |
|
|
2023
Q4 | $315K | Sell |
6,169
-103
| -2% | -$5.26K | 0.09% | 69 |
|
|
2023
Q3 | $302K | Buy |
+6,272
| New | +$302K | 0.1% | 72 |
|
|
2022
Q3 | – | Sell |
-5,149
| Closed | -$257K | – | 83 |
|
|
2022
Q2 | $257K | Sell |
5,149
-6,821
| -57% | -$340K | 0.12% | 73 |
|
|
2022
Q1 | $617K | Sell |
11,970
-14,055
| -54% | -$724K | 0.34% | 56 |
|
|
2021
Q4 | $1.43M | Buy |
+26,025
| New | +$1.43M | 0.84% | 33 |
|