TWA
Trellis 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 | $403K | Buy |
8,227
+25
| +0.3% | +$1.23K | 0.18% | 29 |
|
|
2025
Q1 | $407K | Buy |
8,202
+16
| +0.2% | +$794 | 0.2% | 27 |
|
|
2024
Q4 | $410K | Buy |
8,186
+60
| +0.7% | +$3.01K | 0.21% | 24 |
|
|
2024
Q3 | $415K | Buy |
8,126
+120
| +1% | +$6.14K | 0.21% | 24 |
|
|
2024
Q2 | $401K | Buy |
+8,006
| New | +$401K | 0.22% | 23 |
|