O3W
Omni 360 Wealth’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 | $284K | Buy |
5,798
+345
| +6% | +$16.9K | 0.14% | 145 |
|
|
2025
Q1 | $271K | Sell |
5,453
-6,043
| -53% | -$300K | 0.16% | 121 |
|
|
2024
Q4 | $576K | Buy |
11,496
+4,694
| +69% | +$235K | 0.36% | 63 |
|
|
2024
Q3 | $348K | Buy |
6,802
+619
| +10% | +$31.6K | 0.23% | 90 |
|
|
2024
Q2 | $310K | Buy |
6,183
+119
| +2% | +$5.96K | 0.23% | 88 |
|
|
2024
Q1 | $307K | Buy |
6,064
+32
| +0.5% | +$1.62K | 0.25% | 83 |
|
|
2023
Q4 | $308K | Buy |
+6,032
| New | +$308K | 0.29% | 77 |
|