IWP
Insight 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-89,312
| Closed | -$4.9M | – | 82 |
|
|
2021
Q4 | $4.9M | Buy |
89,312
+2,165
| +2% | +$119K | 0.92% | 12 |
|
|
2021
Q3 | $4.77M | Sell |
87,147
-3,029
| -3% | -$166K | 2.56% | 11 |
|
|
2021
Q2 | $4.99M | Sell |
90,176
-94
| -0.1% | -$5.2K | 2.66% | 11 |
|
|
2021
Q1 | $4.93M | Sell |
90,270
-1,618
| -2% | -$88.4K | 2.43% | 10 |
|
|
2020
Q4 | $5.07M | Buy |
91,888
+17,298
| +23% | +$955K | 3.1% | 8 |
|
|
2020
Q3 | $4.06M | Buy |
+74,590
| New | +$4.06M | 3.88% | 8 |
|