MMPW
Mitchell McLeod Pugh & Williams’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 | $2.79M | Buy |
56,892
+995
| +2% | +$48.8K | 0.52% | 38 |
|
|
2025
Q1 | $2.77M | Sell |
55,897
-786
| -1% | -$39K | 0.57% | 36 |
|
|
2024
Q4 | $2.84M | Buy |
56,683
+4,856
| +9% | +$243K | 0.6% | 35 |
|
|
2024
Q3 | $2.65M | Buy |
51,827
+5,397
| +12% | +$276K | 0.55% | 38 |
|
|
2024
Q2 | $2.33M | Buy |
46,430
+1,591
| +4% | +$79.7K | 0.53% | 39 |
|
|
2024
Q1 | $2.27M | Buy |
44,839
+8,966
| +25% | +$454K | 0.55% | 38 |
|
|
2023
Q4 | $1.83M | Buy |
35,873
+10,575
| +42% | +$540K | 0.48% | 46 |
|
|
2023
Q3 | $1.22M | Buy |
25,298
+6,021
| +31% | +$290K | 0.36% | 70 |
|
|
2023
Q2 | $968K | Buy |
19,277
+6,473
| +51% | +$325K | 0.28% | 88 |
|
|
2023
Q1 | $649K | Buy |
+12,804
| New | +$649K | 0.2% | 123 |
|