WDG
Wealth Dimensions Group’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 | $304K | Buy |
6,202
+1,123
| +22% | +$55.1K | 0.07% | 129 |
|
|
2025
Q1 | $252K | Buy |
5,079
+516
| +11% | +$25.6K | 0.06% | 140 |
|
|
2024
Q4 | $229K | Buy |
4,563
+512
| +13% | +$25.7K | 0.06% | 139 |
|
|
2024
Q3 | $207K | Buy |
4,051
+13
| +0.3% | +$664 | 0.05% | 145 |
|
|
2024
Q2 | $202K | Buy |
+4,038
| New | +$202K | 0.06% | 138 |
|