Physician Wealth Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $46.6K | Sell |
951
-6,750
| -88% | -$331K | 0.01% | 359 |
|
|
2025
Q1 | $382K | Buy |
7,701
+225
| +3% | +$11.2K | 0.07% | 113 |
|
|
2024
Q4 | $375K | Buy |
7,476
+32
| +0.4% | +$1.6K | 0.06% | 119 |
|
|
2024
Q3 | $378K | Sell |
7,444
-401
| -5% | -$20.4K | 0.07% | 111 |
|
|
2024
Q2 | $396K | Sell |
7,845
-382
| -5% | -$19.3K | 0.07% | 106 |
|
|
2024
Q1 | $411K | Sell |
8,227
-423
| -5% | -$21.1K | 0.09% | 101 |
|
|
2023
Q4 | $437K | Sell |
8,650
-1,381
| -14% | -$69.7K | 0.1% | 92 |
|
|
2023
Q3 | $480K | Buy |
10,031
+554
| +6% | +$26.5K | 0.12% | 80 |
|
|
2023
Q2 | $475K | Buy |
9,477
+90
| +1% | +$4.51K | 0.12% | 82 |
|
|
2023
Q1 | $471K | Sell |
9,387
-599
| -6% | -$30.1K | 0.12% | 81 |
|
|
2022
Q4 | $507K | Buy |
9,986
+876
| +10% | +$44.5K | 0.14% | 76 |
|
|
2022
Q3 | $442K | Buy |
9,110
+642
| +8% | +$31.1K | 0.14% | 81 |
|
|
2022
Q2 | $432K | Buy |
+8,468
| New | +$432K | 0.13% | 83 |
|