UW
Unique Wealth’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 | $3.93M | Buy |
+80,157
| New | +$3.93M | 0.63% | 40 |
|
|
2023
Q4 | – | Sell |
-31,180
| Closed | -$1.5M | – | 87 |
|
|
2023
Q3 | $1.5M | Sell |
31,180
-11,070
| -26% | -$532K | 0.63% | 23 |
|
|
2023
Q2 | $2.12M | Buy |
42,250
+1,763
| +4% | +$88.5K | 0.93% | 19 |
|
|
2023
Q1 | $2.05M | Buy |
40,487
+23,525
| +139% | +$1.19M | 0.99% | 17 |
|
|
2022
Q4 | $839K | Buy |
+16,962
| New | +$839K | 0.45% | 24 |
|