Wealth Management Associates’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $312K | Buy |
|
|||||
|
2024
Q1 | – | Sell |
|
|||||
|
2023
Q4 | $208K | Sell |
|
|||||
|
2023
Q3 | $244K | Sell |
|
|||||
|
2023
Q2 | $325K | Hold |
|
|||||
|
2023
Q1 | $328K | Hold |
|
|||||
|
2022
Q4 | $321K | Sell |
|
|||||
|
2022
Q3 | $321K | Hold |
|
|||||
|
2022
Q2 | $333K | Sell |
|
|||||
|
2022
Q1 | $387K | Hold |
|
|||||
|
2021
Q4 | $412K | Buy |
|
|||||
|
2021
Q3 | $405K | Hold |
|
|||||
|
2021
Q2 | $409K | Buy |
|
|||||
|
2021
Q1 | $376K | Hold |
|
|||||
|
2020
Q4 | $380K | Hold |
|
|||||
|
2020
Q3 | $375K | Hold |
|
|||||
|
2020
Q2 | $373K | Buy |
|
|||||
|
2020
Q1 | $322K | Sell |
|
|||||
|
2019
Q4 | $940K | Buy |
|
|||||
|
2019
Q3 | $791K | Buy |
|
|||||
|
2019
Q2 | $621K | Buy |
|
|||||
|
2019
Q1 | $585K | Sell |
|
|||||
|
2018
Q4 | $595K | Buy |
|