W Advisors LLC’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.23M | Sell |
25,140
-3,673
| -13% | -$180K | 0.71% | 36 |
|
|
2025
Q1 | $1.43M | Buy |
28,813
+1,310
| +5% | +$65K | 0.9% | 28 |
|
|
2024
Q4 | $1.38M | Sell |
27,503
-5,673
| -17% | -$284K | 0.85% | 26 |
|
|
2024
Q3 | $1.7M | Sell |
33,176
-2,854
| -8% | -$146K | 1.04% | 24 |
|
|
2024
Q2 | $1.81M | Buy |
36,030
+4,714
| +15% | +$236K | 1.18% | 19 |
|
|
2024
Q1 | $1.58M | Sell |
31,316
-4,954
| -14% | -$251K | 1.09% | 21 |
|
|
2023
Q4 | $1.85M | Buy |
36,270
+15,260
| +73% | +$779K | 1.37% | 16 |
|
|
2023
Q3 | $1.01M | Buy |
+21,010
| New | +$1.01M | 0.83% | 30 |
|