PWS
Physician Wealth Solutions’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 | $9.55M | Sell |
194,856
-83,256
| -30% | -$4.08M | 4.43% | 10 |
|
|
2025
Q1 | $13.8M | Sell |
278,112
-10,194
| -4% | -$506K | 6.93% | 4 |
|
|
2024
Q4 | $14.5M | Buy |
288,306
+8,691
| +3% | +$436K | 7.24% | 3 |
|
|
2024
Q3 | $14.1M | Buy |
279,615
+93,249
| +50% | +$4.69M | 7.02% | 5 |
|
|
2024
Q2 | $9.34M | Buy |
186,366
+6,225
| +3% | +$312K | 6.67% | 4 |
|
|
2024
Q1 | $9.12M | Buy |
180,141
+5,325
| +3% | +$269K | 7.65% | 2 |
|
|
2023
Q4 | $8.92M | Buy |
+174,816
| New | +$8.92M | 8.91% | 2 |
|