QWM
Quaker 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 | $8.59M | Buy |
+175,137
| New | +$8.59M | 2.88% | 10 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 835 |
|
|
2024
Q3 | $9.16M | Buy |
+179,152
| New | +$9.16M | 3.36% | 8 |
|
|
2024
Q1 | $13.1M | Sell |
258,204
-159,485
| -38% | -$8.07M | 5.29% | 7 |
|
|
2023
Q4 | $21.3M | Sell |
417,689
-2,686
| -0.6% | -$137K | 9.6% | 3 |
|
|
2023
Q3 | $20.2M | Sell |
420,375
-21,346
| -5% | -$1.03M | 9.85% | 2 |
|
|
2023
Q2 | $22.2M | Sell |
441,721
-642
| -0.1% | -$32.2K | 10.02% | 2 |
|
|
2023
Q1 | $22.4M | Buy |
442,363
+154,754
| +54% | +$7.84M | 10.46% | 2 |
|
|
2022
Q4 | $14.2M | Sell |
287,609
-30
| -0% | -$1.49K | 7.22% | 6 |
|
|
2022
Q3 | $13.8M | Buy |
287,639
+278,968
| +3,217% | +$13.4M | 7.24% | 6 |
|
|
2022
Q2 | $433K | Sell |
8,671
-336,904
| -97% | -$16.8M | 0.22% | 25 |
|
|
2022
Q1 | $17.8M | Buy |
345,575
+33,329
| +11% | +$1.72M | 7.73% | 5 |
|
|
2021
Q4 | $17.1M | Buy |
+312,246
| New | +$17.1M | 7.29% | 5 |
|
|
2021
Q1 | $16.2M | Buy |
296,215
+95,462
| +48% | +$5.22M | 7.51% | 5 |
|
|
2020
Q4 | $11.1M | Buy |
200,753
+12,849
| +7% | +$709K | 5.81% | 7 |
|
|
2020
Q3 | $10.2M | Buy |
187,904
+120,363
| +178% | +$6.55M | 5.5% | 8 |
|
|
2020
Q2 | $3.66M | Buy |
+67,541
| New | +$3.66M | 2.18% | 11 |
|