KSWA
Kathleen S. Wright Associates’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 | $17K | Sell |
347
-7,300
| -95% | -$358K | 0.01% | 198 |
|
|
2025
Q1 | $379K | Sell |
7,647
-7,000
| -48% | -$347K | 0.16% | 85 |
|
|
2024
Q4 | $734K | Buy |
14,647
+9,400
| +179% | +$471K | 0.31% | 61 |
|
|
2024
Q3 | $268K | Buy |
5,247
+2,247
| +75% | +$115K | 0.11% | 101 |
|
|
2024
Q2 | $150K | Buy |
+3,000
| New | +$150K | 0.07% | 112 |
|
|
2023
Q1 | – | Sell |
-2
| Closed | – | – | 206 |
|
|
2022
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 211 |
|