SWA
Strata 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-6,282
| Closed | -$321K | – | 82 |
|
|
2023
Q4 | $321K | Sell |
6,282
-620,566
| -99% | -$31.7M | 0.13% | 55 |
|
|
2023
Q3 | $30.2M | Buy |
+626,848
| New | +$30.2M | 14.52% | 3 |
|
|
2023
Q1 | $29.2M | Sell |
576,485
-15,074
| -3% | -$764K | 15.08% | 3 |
|
|
2022
Q4 | $29.3M | Buy |
+591,559
| New | +$29.3M | 16.24% | 1 |
|