WA
Wealthstream 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,996
| Closed | -$298K | – | 193 |
|
|
2025
Q1 | $298K | Hold |
5,996
| – | – | 0.06% | 114 |
|
|
2024
Q4 | $301K | Buy |
5,996
+479
| +9% | +$24K | 0.06% | 114 |
|
|
2024
Q3 | $282K | Hold |
5,517
| – | – | 0.05% | 114 |
|
|
2024
Q2 | $276K | Buy |
5,517
+356
| +7% | +$17.8K | 0.1% | 101 |
|
|
2024
Q1 | $261K | Buy |
5,161
+440
| +9% | +$22.3K | 0.1% | 106 |
|
|
2023
Q4 | $241K | Buy |
+4,721
| New | +$241K | 0.1% | 123 |
|