MSWM
McGlone Suttner 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 | $1.27M | Sell |
25,867
-5,491
| -18% | -$269K | 0.19% | 57 |
|
|
2025
Q1 | $1.56M | Sell |
31,358
-4,761
| -13% | -$236K | 0.26% | 42 |
|
|
2024
Q4 | $1.81M | Buy |
36,119
+6,498
| +22% | +$326K | 0.3% | 36 |
|
|
2024
Q3 | $1.51M | Sell |
29,621
-16,590
| -36% | -$848K | 0.31% | 39 |
|
|
2024
Q2 | $2.36M | Buy |
46,211
+13,098
| +40% | +$669K | 0.48% | 21 |
|
|
2024
Q1 | $1.68M | Sell |
33,113
-13,098
| -28% | -$663K | 0.31% | 38 |
|
|
2023
Q4 | $2.36M | Sell |
46,211
-97
| -0.2% | -$4.95K | 0.47% | 21 |
|
|
2023
Q3 | $2.23M | Sell |
46,308
-39,119
| -46% | -$1.88M | 0.52% | 19 |
|
|
2023
Q2 | $4.29M | Sell |
85,427
-4,870
| -5% | -$245K | 0.98% | 16 |
|
|
2023
Q1 | $4.57M | Buy |
90,297
+3,128
| +4% | +$158K | 1.18% | 14 |
|
|
2022
Q4 | $4.31M | Buy |
+87,169
| New | +$4.31M | 1.37% | 14 |
|