TWA
TCI 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 | $1.43M | Buy |
+29,108
| New | +$1.43M | 0.1% | 76 |
|
|
2024
Q3 | – | Sell |
-7,507
| Closed | -$376K | – | 248 |
|
|
2024
Q2 | $376K | Buy |
7,507
+195
| +3% | +$9.77K | 0.04% | 150 |
|
|
2024
Q1 | $370K | Buy |
+7,312
| New | +$370K | 0.04% | 146 |
|
|
2023
Q2 | – | Sell |
-179
| Closed | -$9.07K | – | 2199 |
|
|
2023
Q1 | $9.07K | Hold |
179
| – | – | ﹤0.01% | 1151 |
|
|
2022
Q4 | $8.86K | Buy |
179
+2
| +1% | +$99 | ﹤0.01% | 1149 |
|
|
2022
Q3 | $9K | Hold |
177
| – | – | ﹤0.01% | 1110 |
|
|
2022
Q2 | $9K | Hold |
177
| – | – | ﹤0.01% | 1114 |
|
|
2022
Q1 | $9K | Sell |
177
-1,230
| -87% | -$62.5K | ﹤0.01% | 1205 |
|
|
2021
Q4 | $77K | Hold |
1,407
| – | – | 0.01% | 312 |
|
|
2021
Q3 | $77K | Hold |
1,407
| – | – | 0.01% | 319 |
|
|
2021
Q2 | $78K | Hold |
1,407
| – | – | 0.01% | 305 |
|
|
2021
Q1 | $77K | Buy |
1,407
+177
| +14% | +$9.69K | 0.03% | 269 |
|
|
2020
Q4 | $68K | Hold |
1,230
| – | – | 0.03% | 262 |
|
|
2020
Q3 | $67K | Hold |
1,230
| – | – | 0.03% | 250 |
|
|
2020
Q2 | $67K | Hold |
1,230
| – | – | 0.03% | 254 |
|
|
2020
Q1 | $65K | Sell |
1,230
-68
| -5% | -$3.59K | 0.03% | 260 |
|
|
2019
Q4 | $69K | Buy |
1,298
+68
| +6% | +$3.62K | 0.03% | 313 |
|
|
2019
Q3 | $66K | Hold |
1,230
| – | – | 0.03% | 278 |
|
|
2019
Q2 | $65K | Hold |
1,230
| – | – | 0.03% | 267 |
|
|
2019
Q1 | $64K | Hold |
1,230
| – | – | 0.03% | 295 |
|
|
2018
Q4 | $63K | Buy |
+1,230
| New | +$63K | 0.03% | 272 |
|