WWA
WCG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-10,876
| Closed | -$550K | – | 306 |
|
|
2024
Q1 | $550K | Sell |
10,876
-878
| -7% | -$44.4K | 0.05% | 213 |
|
|
2023
Q4 | $600K | Sell |
11,754
-667
| -5% | -$34K | 0.04% | 236 |
|
|
2023
Q3 | $597K | Buy |
12,421
+31
| +0.3% | +$1.49K | 0.04% | 231 |
|
|
2023
Q2 | $622K | Buy |
12,390
+738
| +6% | +$37K | 0.07% | 133 |
|
|
2023
Q1 | $590K | Buy |
+11,652
| New | +$590K | 0.08% | 135 |
|
|
2022
Q4 | – | Sell |
-4,789
| Closed | -$231K | – | 277 |
|
|
2022
Q3 | $231K | Sell |
4,789
-412
| -8% | -$19.9K | 0.03% | 256 |
|
|
2022
Q2 | $260K | Buy |
+5,201
| New | +$260K | 0.04% | 230 |
|