QWP
Quotient 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 | $23.5M | Buy |
478,904
+17,010
| +4% | +$834K | 0.69% | 21 |
|
|
2025
Q1 | $22.9M | Buy |
461,894
+56,833
| +14% | +$2.82M | 0.73% | 21 |
|
|
2024
Q4 | $20.3M | Buy |
405,061
+30,337
| +8% | +$1.52M | 0.66% | 23 |
|
|
2024
Q3 | $19.2M | Buy |
374,724
+4,573
| +1% | +$234K | 0.63% | 23 |
|
|
2024
Q2 | $18.5M | Buy |
370,151
+55,419
| +18% | +$2.78M | 0.65% | 23 |
|
|
2024
Q1 | $15.9M | Buy |
314,732
+40,987
| +15% | +$2.07M | 0.57% | 25 |
|
|
2023
Q4 | $14M | Buy |
+273,745
| New | +$14M | 0.54% | 31 |
|