OWM
Orgel 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 | $144M | Buy |
2,926,845
+469,938
| +19% | +$23M | 3.46% | 10 |
|
|
2025
Q1 | $122M | Sell |
2,456,907
-93,396
| -4% | -$4.63M | 3.17% | 12 |
|
|
2024
Q4 | $128M | Buy |
2,550,303
+62,184
| +2% | +$3.12M | 3.34% | 13 |
|
|
2024
Q3 | $127M | Buy |
2,488,119
+394,907
| +19% | +$20.2M | 3.18% | 13 |
|
|
2024
Q2 | $105M | Buy |
2,093,212
+136,243
| +7% | +$6.83M | 2.83% | 14 |
|
|
2024
Q1 | $99M | Buy |
1,956,969
+120,817
| +7% | +$6.11M | 2.72% | 14 |
|
|
2023
Q4 | $93.7M | Sell |
1,836,152
-7,553,155
| -80% | -$386M | 2.77% | 12 |
|
|
2023
Q3 | $452M | Sell |
9,389,307
-4,011
| -0% | -$193K | 15.27% | 1 |
|
|
2023
Q2 | $472M | Buy |
9,393,318
+1,720,648
| +22% | +$86.4M | 15.58% | 1 |
|
|
2023
Q1 | $389M | Buy |
7,672,670
+1,228,983
| +19% | +$62.3M | 13.9% | 1 |
|
|
2022
Q4 | $319M | Buy |
6,443,687
+1,397,824
| +28% | +$69.2M | 12.26% | 1 |
|
|
2022
Q3 | $243M | Buy |
5,045,863
+153,637
| +3% | +$7.4M | 11.99% | 2 |
|
|
2022
Q2 | $244M | Buy |
+4,892,226
| New | +$244M | 13.82% | 3 |
|