MWP
Moller Wealth Partners’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 | $17.7M | Sell |
360,832
-4,886
| -1% | -$240K | 3.91% | 10 |
|
|
2025
Q1 | $18.1M | Buy |
365,718
+30,172
| +9% | +$1.5M | 4.49% | 9 |
|
|
2024
Q4 | $16.8M | Buy |
335,546
+24,208
| +8% | +$1.21M | 4.42% | 9 |
|
|
2024
Q3 | $15.9M | Buy |
311,338
+15,591
| +5% | +$797K | 3.98% | 10 |
|
|
2024
Q2 | $14.8M | Buy |
295,747
+14,250
| +5% | +$714K | 3.95% | 10 |
|
|
2024
Q1 | $14.2M | Buy |
281,497
+6,179
| +2% | +$313K | 3.86% | 10 |
|
|
2023
Q4 | $14.1M | Buy |
275,318
+30,796
| +13% | +$1.57M | 3.96% | 10 |
|
|
2023
Q3 | $11.8M | Sell |
244,522
-1,342
| -0.5% | -$64.6K | 3.74% | 10 |
|
|
2023
Q2 | $12.3M | Sell |
245,864
-10,735
| -4% | -$539K | 3.77% | 10 |
|
|
2023
Q1 | $13M | Sell |
256,599
-10,406
| -4% | -$527K | 4.01% | 9 |
|
|
2022
Q4 | $13.2M | Sell |
267,005
-129,784
| -33% | -$6.42M | 4.25% | 9 |
|
|
2022
Q3 | $19.1M | Buy |
396,789
+33,166
| +9% | +$1.6M | 6.88% | 4 |
|
|
2022
Q2 | $18.2M | Buy |
363,623
+289,975
| +394% | +$14.5M | 6.15% | 6 |
|
|
2022
Q1 | $3.8M | Sell |
73,648
-144,330
| -66% | -$7.44M | 1.18% | 22 |
|
|
2021
Q4 | $12M | Sell |
217,978
-5,675
| -3% | -$312K | 3.82% | 9 |
|
|
2021
Q3 | $12.2M | Buy |
223,653
+13,549
| +6% | +$742K | 4.05% | 9 |
|
|
2021
Q2 | $11.6M | Buy |
210,104
+19,248
| +10% | +$1.06M | 3.82% | 10 |
|
|
2021
Q1 | $10.4M | Buy |
190,856
+58,396
| +44% | +$3.19M | 3.64% | 10 |
|
|
2020
Q4 | $7.31M | Buy |
132,460
+43,476
| +49% | +$2.4M | 3.02% | 14 |
|
|
2020
Q3 | $4.84M | Buy |
88,984
+16,509
| +23% | +$899K | 2.17% | 18 |
|
|
2020
Q2 | $3.92M | Buy |
72,475
+39,187
| +118% | +$2.12M | 1.72% | 19 |
|
|
2020
Q1 | $1.76M | Buy |
33,288
+8,899
| +36% | +$471K | 0.91% | 22 |
|
|
2019
Q4 | $1.31M | Buy |
+24,389
| New | +$1.31M | 0.58% | 26 |
|