QPWM
Quadrant Private 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 | $576K | Buy |
11,747
+272
| +2% | +$13.3K | 0.12% | 138 |
|
|
2025
Q1 | $569K | Sell |
11,475
-4,110
| -26% | -$204K | 0.14% | 127 |
|
|
2024
Q4 | $781K | Buy |
15,585
+3,050
| +24% | +$153K | 0.19% | 107 |
|
|
2024
Q3 | $641K | Sell |
12,535
-4,747
| -27% | -$243K | 0.16% | 127 |
|
|
2024
Q2 | $866K | Buy |
17,282
+9,748
| +129% | +$488K | 0.2% | 100 |
|
|
2024
Q1 | $381K | Sell |
7,534
-914
| -11% | -$46.2K | 0.1% | 162 |
|
|
2023
Q4 | $431K | Buy |
8,448
+2,041
| +32% | +$104K | 0.12% | 144 |
|
|
2023
Q3 | $308K | Buy |
+6,407
| New | +$308K | 0.1% | 159 |
|