WMR
Wealth Management Resources’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 | $795K | Hold |
16,217
| – | – | 0.27% | 25 |
|
|
2025
Q1 | $805K | Sell |
16,217
-1,000
| -6% | -$49.6K | 0.29% | 27 |
|
|
2024
Q4 | $863K | Buy |
17,217
+7,000
| +69% | +$351K | 0.32% | 27 |
|
|
2024
Q3 | $522K | Sell |
10,217
-1,634
| -14% | -$83.5K | 0.21% | 29 |
|
|
2024
Q2 | $594K | Sell |
11,851
-4,149
| -26% | -$208K | 0.26% | 28 |
|
|
2024
Q1 | $810K | Buy |
+16,000
| New | +$810K | 0.35% | 31 |
|