SWRP
Summit Wealth & Retirement Planning’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-103,017
| Closed | -$4.96M | – | 59 |
|
|
2023
Q3 | $4.96M | Sell |
103,017
-9,951
| -9% | -$479K | 1.99% | 15 |
|
|
2023
Q2 | $5.67M | Sell |
112,968
-15,662
| -12% | -$787K | 2.23% | 13 |
|
|
2023
Q1 | $6.52M | Sell |
128,630
-12,922
| -9% | -$655K | 2.44% | 12 |
|
|
2022
Q4 | $7.01M | Buy |
141,552
+90,022
| +175% | +$4.46M | 2.85% | 11 |
|
|
2022
Q3 | $2.48M | Sell |
51,530
-66,087
| -56% | -$3.18M | 0.99% | 23 |
|
|
2022
Q2 | $5.87M | Buy |
117,617
+17,239
| +17% | +$861K | 2.25% | 13 |
|
|
2022
Q1 | $5.17M | Buy |
+100,378
| New | +$5.17M | 1.83% | 14 |
|