SWM
Seaside 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 | $1.2M | Buy |
+24,510
| New | +$1.2M | 0.38% | 23 |
|
|
2025
Q1 | – | Sell |
-7,553
| Closed | -$379K | – | 61 |
|
|
2024
Q4 | $379K | Sell |
7,553
-1,473
| -16% | -$73.8K | 0.14% | 40 |
|
|
2024
Q3 | $461K | Hold |
9,026
| – | – | 0.17% | 36 |
|
|
2024
Q2 | $452K | Buy |
+9,026
| New | +$452K | 0.19% | 33 |
|