SWM
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Selective 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
2019
Q4
Sell
-4,481
Closed -$240K 348
2019
Q3
$240K Buy
4,481
+658
+17% +$35.2K 0.33% 25
2019
Q2
$203K Buy
+3,823
New +$203K 0.33% 38