OHWA
Oak Hill 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.55M | Sell |
31,790
-304
| -0.9% | -$14.9K | 0.32% | 45 |
|
|
2025
Q1 | $1.59M | Hold |
32,094
| – | – | 0.37% | 40 |
|
|
2024
Q4 | $1.61M | Buy |
+32,094
| New | +$1.61M | 0.38% | 39 |
|
|
2024
Q3 | – | Sell |
-34,909
| Closed | -$1.75M | – | 107 |
|
|
2024
Q2 | $1.75M | Buy |
+34,909
| New | +$1.75M | 0.53% | 28 |
|
|
2024
Q1 | – | Sell |
-35,572
| Closed | -$1.82M | – | 97 |
|
|
2023
Q4 | $1.82M | Buy |
35,572
+1,788
| +5% | +$91.3K | 0.63% | 20 |
|
|
2023
Q3 | $1.63M | Sell |
33,784
-1,316
| -4% | -$63.3K | 0.63% | 23 |
|
|
2023
Q2 | $1.76M | Sell |
35,100
-1,133
| -3% | -$56.9K | 0.65% | 18 |
|
|
2023
Q1 | $1.84M | Hold |
36,233
| – | – | 0.72% | 18 |
|
|
2022
Q4 | $1.79M | Buy |
+36,233
| New | +$1.79M | 0.74% | 19 |
|