KWM
Keebeck Wealth Management’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 | $9.9M | Sell |
201,847
-5,322
| -3% | -$261K | 1.3% | 14 |
|
|
2025
Q1 | $10.3M | Buy |
207,169
+10,691
| +5% | +$530K | 1.52% | 11 |
|
|
2024
Q4 | $9.85M | Buy |
196,478
+5,177
| +3% | +$260K | 1.42% | 13 |
|
|
2024
Q3 | $9.78M | Sell |
191,301
-20,116
| -10% | -$1.03M | 1.42% | 14 |
|
|
2024
Q2 | $10.6M | Buy |
211,417
+2,562
| +1% | +$128K | 1.55% | 12 |
|
|
2024
Q1 | $10.6M | Sell |
208,855
-1,421
| -0.7% | -$71.9K | 1.55% | 9 |
|
|
2023
Q4 | $10.7M | Buy |
210,276
+123,782
| +143% | +$6.32M | 1.77% | 9 |
|
|
2023
Q3 | $4.16M | Buy |
+86,494
| New | +$4.16M | 0.72% | 37 |
|