GFWA
Grey Fox 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 | $2.08M | Buy |
42,457
+23,692
| +126% | +$1.16M | 0.5% | 35 |
|
|
2025
Q1 | $931K | Buy |
18,765
+5,171
| +38% | +$257K | 0.25% | 59 |
|
|
2024
Q4 | $681K | Buy |
13,594
+106
| +0.8% | +$5.31K | 0.19% | 74 |
|
|
2024
Q3 | $690K | Sell |
13,488
-5,056
| -27% | -$258K | 0.19% | 73 |
|
|
2024
Q2 | $929K | Sell |
18,544
-2,030
| -10% | -$102K | 0.33% | 47 |
|
|
2024
Q1 | $1.04M | Sell |
20,574
-632
| -3% | -$32K | 0.39% | 42 |
|
|
2023
Q4 | $1.08M | Sell |
21,206
-2,528
| -11% | -$129K | 0.47% | 37 |
|
|
2023
Q3 | $1.14M | Sell |
23,734
-11,291
| -32% | -$543K | 0.57% | 37 |
|
|
2023
Q2 | $1.76M | Sell |
35,025
-209
| -0.6% | -$10.5K | 0.91% | 26 |
|
|
2023
Q1 | $1.78M | Buy |
35,234
+1,015
| +3% | +$51.4K | 1.05% | 22 |
|
|
2022
Q4 | $1.69M | Buy |
+34,219
| New | +$1.69M | 1.12% | 23 |
|