IWS
Integrity Wealth Solutions’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 | $1.99M | Sell |
40,573
-15,121
| -27% | -$741K | 0.97% | 35 |
|
|
2025
Q1 | $2.76M | Sell |
55,694
-1,583
| -3% | -$78.5K | 1.5% | 22 |
|
|
2024
Q4 | $2.87M | Buy |
57,277
+9,626
| +20% | +$483K | 1.61% | 21 |
|
|
2024
Q3 | $2.44M | Buy |
47,651
+3,073
| +7% | +$157K | 1.42% | 25 |
|
|
2024
Q2 | $2.23M | Sell |
44,578
-915
| -2% | -$45.9K | 1.45% | 25 |
|
|
2024
Q1 | $2.3M | Buy |
45,493
+3,140
| +7% | +$159K | 1.5% | 23 |
|
|
2023
Q4 | $2.16M | Buy |
+42,353
| New | +$2.16M | 1.5% | 24 |
|