PPWP
Proquility Private 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
Q1 | – | Sell |
-86,432
| Closed | -$4.33M | – | 96 |
|
|
2024
Q4 | $4.33M | Buy |
86,432
+67,308
| +352% | +$3.37M | 1.4% | 24 |
|
|
2024
Q3 | $978K | Hold |
19,124
| – | – | 0.31% | 74 |
|
|
2024
Q2 | $958K | Buy |
+19,124
| New | +$958K | 0.33% | 72 |
|
|
2024
Q1 | – | Sell |
-72,328
| Closed | -$3.69M | – | 91 |
|
|
2023
Q4 | $3.69M | Buy |
+72,328
| New | +$3.69M | 1.4% | 24 |
|