IWS
Insight Wealth Strategies’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 | $3.61M | Buy |
73,842
+195
| +0.3% | +$9.54K | 0.46% | 73 |
|
|
2025
Q1 | $3.65M | Buy |
73,647
+1,944
| +3% | +$96.5K | 0.49% | 62 |
|
|
2024
Q4 | $3.59M | Sell |
71,703
-4,820
| -6% | -$242K | 0.48% | 69 |
|
|
2024
Q3 | $3.91M | Buy |
76,523
+8,919
| +13% | +$456K | 0.52% | 54 |
|
|
2024
Q2 | $3.39M | Buy |
67,604
+5,944
| +10% | +$298K | 0.48% | 54 |
|
|
2024
Q1 | $3.12M | Buy |
61,660
+3,272
| +6% | +$166K | 0.46% | 52 |
|
|
2023
Q4 | $2.98M | Buy |
58,388
+7,150
| +14% | +$365K | 0.48% | 39 |
|
|
2023
Q3 | $2.46M | Buy |
51,238
+571
| +1% | +$27.5K | 0.48% | 39 |
|
|
2023
Q2 | $2.54M | Buy |
50,667
+13,041
| +35% | +$655K | 0.49% | 33 |
|
|
2023
Q1 | $1.91M | Sell |
37,626
-874
| -2% | -$44.3K | 0.37% | 40 |
|
|
2022
Q4 | $1.91M | Buy |
38,500
+2,663
| +7% | +$132K | 0.37% | 40 |
|
|
2022
Q3 | $1.79M | Hold |
35,837
| – | – | 0.33% | 41 |
|
|
2022
Q2 | $1.79M | Buy |
35,837
+816
| +2% | +$40.7K | 0.33% | 41 |
|
|
2022
Q1 | $1.81M | Buy |
35,021
+1,451
| +4% | +$74.8K | 0.27% | 58 |
|
|
2021
Q4 | $1.84M | Buy |
+33,570
| New | +$1.84M | 0.26% | 55 |
|