WLPWM
VTEB icon

Walled Lake Planning & Wealth Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q4
Sell
-63
Closed -$3K 304
2021
Q3
$3K Buy
63
+1
+2% +$48 ﹤0.01% 303
2021
Q2
$3K Hold
62
﹤0.01% 288
2021
Q1
$3K Buy
+62
New +$3K ﹤0.01% 283