KWA
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Kingswood Wealth Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Kingswood Wealth Advisors’s Portfolio VTEB Stock Details VTEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-4,468
Closed -$222K – 794
2025
Q1 		$222K Buy
+4,468
New +$222K 0.02% 650