SWA
SOA Wealth Advisors’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 | $97.8K | Hold |
1,996
| – | – | 0.02% | 282 |
|
|
2025
Q1 | $99K | Hold |
1,996
| – | – | 0.02% | 261 |
|
|
2024
Q4 | $100K | Sell |
1,996
-297
| -13% | -$14.9K | 0.02% | 256 |
|
|
2024
Q3 | $117K | Hold |
2,293
| – | – | 0.02% | 238 |
|
|
2024
Q2 | $115K | Sell |
2,293
-1,482
| -39% | -$74.3K | 0.02% | 230 |
|
|
2024
Q1 | $191K | Buy |
3,775
+2,270
| +151% | +$115K | 0.04% | 187 |
|
|
2023
Q4 | $76.9K | Sell |
1,505
-2,435
| -62% | -$124K | 0.02% | 259 |
|
|
2023
Q3 | $190K | Buy |
3,940
+59
| +2% | +$2.84K | 0.05% | 168 |
|
|
2023
Q2 | $195K | Sell |
3,881
-134
| -3% | -$6.73K | 0.05% | 163 |
|
|
2023
Q1 | $203K | Sell |
4,015
-10
| -0.2% | -$507 | 0.05% | 153 |
|
|
2022
Q4 | $199K | Sell |
4,025
-289
| -7% | -$14.3K | 0.05% | 149 |
|
|
2022
Q3 | $207K | Sell |
4,314
-1,384
| -24% | -$66.4K | 0.06% | 142 |
|
|
2022
Q2 | $284K | Sell |
5,698
-4,915
| -46% | -$245K | 0.08% | 119 |
|
|
2022
Q1 | $547K | Buy |
10,613
+218
| +2% | +$11.2K | 0.13% | 94 |
|
|
2021
Q4 | $570K | Buy |
10,395
+1,000
| +11% | +$54.8K | 0.14% | 90 |
|
|
2021
Q3 | $514K | Sell |
9,395
-2,933
| -24% | -$160K | 0.13% | 95 |
|
|
2021
Q2 | $681K | Hold |
12,328
| – | – | 0.18% | 81 |
|
|
2021
Q1 | $673K | Sell |
12,328
-373
| -3% | -$20.4K | 0.19% | 78 |
|
|
2020
Q4 | $705K | Buy |
+12,701
| New | +$705K | 0.19% | 71 |
|