SVWG
Shared Vision Wealth Group’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 | $3.2M | Buy |
65,770
+1,959
| +3% | +$95.4K | 1.6% | 18 |
|
|
2025
Q1 | $3.17M | Buy |
63,811
+301
| +0.5% | +$14.9K | 1.73% | 13 |
|
|
2024
Q4 | $3.18M | Buy |
63,510
+1,774
| +3% | +$88.9K | 1.68% | 12 |
|
|
2024
Q3 | $3.16M | Sell |
61,736
-2,842
| -4% | -$145K | 1.69% | 12 |
|
|
2024
Q2 | $3.24M | Buy |
64,578
+1,644
| +3% | +$82.4K | 1.88% | 9 |
|
|
2024
Q1 | $3.18M | Sell |
62,934
-127
| -0.2% | -$6.43K | 1.99% | 10 |
|
|
2023
Q4 | $3.22M | Buy |
+63,061
| New | +$3.22M | 2.15% | 9 |
|