MWA
Martel Wealth Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,386
| Closed | -$275K | – | 57 |
|
|
2023
Q4 | $275K | Sell |
5,386
-431
| -7% | -$22K | 0.06% | 44 |
|
|
2023
Q3 | $280K | Buy |
5,817
+344
| +6% | +$16.5K | 0.07% | 41 |
|
|
2023
Q2 | $275K | Sell |
5,473
-1,584
| -22% | -$79.5K | 0.07% | 43 |
|
|
2023
Q1 | $358K | Sell |
7,057
-6,997
| -50% | -$354K | 0.09% | 36 |
|
|
2022
Q4 | $696K | Sell |
14,054
-30,447
| -68% | -$1.51M | 0.19% | 30 |
|
|
2022
Q3 | $2.2M | Buy |
44,501
+25,093
| +129% | +$1.24M | 0.63% | 20 |
|
|
2022
Q2 | $958K | Sell |
19,408
-22,510
| -54% | -$1.11M | 0.26% | 29 |
|
|
2022
Q1 | $2.31M | Buy |
41,918
+29,521
| +238% | +$1.63M | 0.56% | 22 |
|
|
2021
Q4 | $684K | Sell |
12,397
-1,124
| -8% | -$62K | 0.16% | 29 |
|
|
2021
Q3 | $746K | Buy |
13,521
+1,456
| +12% | +$80.3K | 0.19% | 29 |
|
|
2021
Q2 | $655K | Buy |
12,065
+20
| +0.2% | +$1.09K | 0.16% | 31 |
|
|
2021
Q1 | $654K | Buy |
12,045
+759
| +7% | +$41.2K | 0.18% | 29 |
|
|
2020
Q4 | $612K | Sell |
11,286
-2,997
| -21% | -$163K | 0.18% | 29 |
|
|
2020
Q3 | $778K | Sell |
14,283
-533
| -4% | -$29K | 0.25% | 22 |
|
|
2020
Q2 | $802K | Buy |
14,816
+1,098
| +8% | +$59.4K | 0.28% | 22 |
|
|
2020
Q1 | $726K | Buy |
13,718
+1,587
| +13% | +$84K | 0.28% | 22 |
|
|
2019
Q4 | $649K | Buy |
12,131
+11
| +0.1% | +$589 | 0.22% | 25 |
|
|
2019
Q3 | $650K | Buy |
12,120
+223
| +2% | +$12K | 0.23% | 23 |
|
|
2019
Q2 | $631K | Sell |
11,897
-45
| -0.4% | -$2.39K | 0.23% | 23 |
|
|
2019
Q1 | $623K | Buy |
11,942
+373
| +3% | +$19.5K | 0.23% | 25 |
|
|
2018
Q4 | $591K | Buy |
+11,569
| New | +$591K | 0.24% | 23 |
|