WC
Wealth CMT’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-94,699
| Closed | -$4.8M | – | 28 |
|
|
2023
Q1 | $4.8M | Buy |
94,699
+1,521
| +2% | +$77K | 5.34% | 6 |
|
|
2022
Q4 | $4.61M | Buy |
93,178
+8,240
| +10% | +$408K | 2.45% | 9 |
|
|
2022
Q3 | $4.09M | Buy |
84,938
+26,685
| +46% | +$1.28M | 2.45% | 10 |
|
|
2022
Q2 | $2.91M | Buy |
58,253
+13,672
| +31% | +$683K | 1.69% | 12 |
|
|
2022
Q1 | $2.3M | Buy |
44,581
+38,670
| +654% | +$1.99M | 1.17% | 14 |
|
|
2021
Q4 | $325K | Buy |
+5,911
| New | +$325K | 0.17% | 20 |
|