PWP
Precedent Wealth Partners’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 | $1.88M | Sell |
38,348
-2,287
| -6% | -$112K | 0.46% | 65 |
|
|
2025
Q1 | $2.02M | Buy |
40,635
+14,585
| +56% | +$724K | 0.56% | 54 |
|
|
2024
Q4 | $1.31M | Buy |
26,050
+4,357
| +20% | +$218K | 0.43% | 66 |
|
|
2024
Q3 | $1.11M | Buy |
21,693
+2,772
| +15% | +$142K | 0.37% | 76 |
|
|
2024
Q2 | $948K | Buy |
18,921
+2,855
| +18% | +$143K | 0.38% | 69 |
|
|
2024
Q1 | $813K | Buy |
16,066
+1,995
| +14% | +$101K | 0.35% | 76 |
|
|
2023
Q4 | $718K | Buy |
+14,071
| New | +$718K | 0.37% | 73 |
|