PHWM
Pine Harbor 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 | $236K | Hold |
4,815
| – | – | 0.08% | 93 |
|
|
2025
Q1 | $239K | Sell |
4,815
-698
| -13% | -$34.6K | 0.1% | 81 |
|
|
2024
Q4 | $276K | Sell |
5,513
-23,032
| -81% | -$1.15M | 0.11% | 77 |
|
|
2024
Q3 | $1.46M | Hold |
28,545
| – | – | 0.73% | 24 |
|
|
2024
Q2 | $1.43M | Hold |
28,545
| – | – | 0.84% | 27 |
|
|
2024
Q1 | $1.44M | Buy |
28,545
+16,460
| +136% | +$833K | 0.91% | 25 |
|
|
2023
Q4 | $617K | Buy |
+12,085
| New | +$617K | 0.47% | 39 |
|