WCFA
Walkner Condon Financial 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 | $443K | Buy |
9,033
+2,235
| +33% | +$110K | 0.08% | 176 |
|
|
2025
Q1 | $337K | Buy |
6,798
+2,215
| +48% | +$110K | 0.07% | 192 |
|
|
2024
Q4 | $230K | Buy |
4,583
+595
| +15% | +$29.8K | 0.05% | 252 |
|
|
2024
Q3 | $204K | Buy |
+3,988
| New | +$204K | 0.04% | 261 |
|
|
2024
Q2 | – | Sell |
-3,988
| Closed | -$202K | – | 273 |
|
|
2024
Q1 | $202K | Sell |
3,988
-441
| -10% | -$22.3K | 0.04% | 262 |
|
|
2023
Q4 | $226K | Buy |
+4,429
| New | +$226K | 0.05% | 239 |
|
|
2022
Q4 | – | Sell |
-20,316
| Closed | -$978K | – | 235 |
|
|
2022
Q3 | $978K | Sell |
20,316
-308
| -1% | -$14.8K | 0.32% | 72 |
|
|
2022
Q2 | $1.03M | Sell |
20,624
-412
| -2% | -$20.6K | 0.32% | 69 |
|
|
2022
Q1 | $1.08M | Sell |
21,036
-8,605
| -29% | -$443K | 0.31% | 71 |
|
|
2021
Q4 | $1.63M | Buy |
29,641
+147
| +0.5% | +$8.07K | 1.06% | 27 |
|
|
2021
Q3 | $1.62M | Sell |
29,494
-100
| -0.3% | -$5.48K | 0.8% | 32 |
|
|
2021
Q2 | $1.64M | Sell |
29,594
-2,720
| -8% | -$150K | 0.6% | 39 |
|
|
2021
Q1 | $1.77M | Buy |
32,314
+3,489
| +12% | +$191K | 0.69% | 37 |
|
|
2020
Q4 | $1.59M | Buy |
28,825
+1,879
| +7% | +$104K | 0.69% | 36 |
|
|
2020
Q3 | $1.47M | Buy |
+26,946
| New | +$1.47M | 0.79% | 32 |
|