VWA
Visionary 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 | $2.82M | Sell |
57,538
-2,551
| -4% | -$125K | 0.14% | 161 |
|
|
2025
Q1 | $2.98M | Buy |
60,089
+1,820
| +3% | +$90.3K | 0.18% | 136 |
|
|
2024
Q4 | $2.92M | Buy |
58,269
+293
| +0.5% | +$14.7K | 0.17% | 137 |
|
|
2024
Q3 | $2.96M | Sell |
57,976
-8,065
| -12% | -$412K | 0.18% | 128 |
|
|
2024
Q2 | $3.31M | Sell |
66,041
-16,107
| -20% | -$807K | 0.22% | 114 |
|
|
2024
Q1 | $4.16M | Buy |
82,148
+10,082
| +14% | +$510K | 0.28% | 95 |
|
|
2023
Q4 | $3.68M | Buy |
72,066
+4,287
| +6% | +$219K | 0.27% | 106 |
|
|
2023
Q3 | $3.26M | Buy |
67,779
+11,175
| +20% | +$538K | 0.26% | 102 |
|
|
2023
Q2 | $2.84M | Sell |
56,604
-36,702
| -39% | -$1.84M | 0.23% | 111 |
|
|
2023
Q1 | $4.73M | Buy |
93,306
+43,772
| +88% | +$2.22M | 0.4% | 71 |
|
|
2022
Q4 | $2.45M | Sell |
49,534
-10,818
| -18% | -$535K | 0.23% | 102 |
|
|
2022
Q3 | $2.91M | Buy |
60,352
+1,038
| +2% | +$50K | 0.3% | 89 |
|
|
2022
Q2 | $2.96M | Sell |
59,314
-64,205
| -52% | -$3.21M | 0.27% | 98 |
|
|
2022
Q1 | $6.37M | Buy |
123,519
+57,947
| +88% | +$2.99M | 0.51% | 47 |
|
|
2021
Q4 | $3.6M | Buy |
65,572
+991
| +2% | +$54.4K | 0.3% | 87 |
|
|
2021
Q3 | $3.54M | Buy |
64,581
+17,132
| +36% | +$938K | 0.36% | 77 |
|
|
2021
Q2 | $2.62M | Buy |
47,449
+8,905
| +23% | +$492K | 0.26% | 91 |
|
|
2021
Q1 | $2.11M | Buy |
38,544
+8,518
| +28% | +$465K | 0.22% | 107 |
|
|
2020
Q4 | $1.66M | Buy |
30,026
+2,165
| +8% | +$119K | 0.19% | 108 |
|
|
2020
Q3 | $1.52M | Buy |
27,861
+2,785
| +11% | +$152K | 0.21% | 99 |
|
|
2020
Q2 | $1.36M | Buy |
+25,076
| New | +$1.36M | 0.21% | 105 |
|