TCWA
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Turtle Creek 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
Q3
Sell
-6,167
Closed -$309K 202
2024
Q2
$309K Sell
6,167
-15,813
-72% -$792K 0.07% 119
2024
Q1
$1.11M Buy
21,980
+16,131
+276% +$816K 0.27% 72
2023
Q4
$299K Buy
+5,849
New +$299K 0.09% 119