WPC
Wedmont Private Capital’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 | $65M | Sell |
1,327,687
-38,058
| -3% | -$1.86M | 2.77% | 9 |
|
|
2025
Q1 | $65.7M | Buy |
1,365,745
+150,087
| +12% | +$7.22M | 3.37% | 8 |
|
|
2024
Q4 | $60.4M | Buy |
1,215,658
+154,000
| +15% | +$7.66M | 3.19% | 8 |
|
|
2024
Q3 | $54M | Buy |
1,061,658
+153,051
| +17% | +$7.78M | 3.08% | 7 |
|
|
2024
Q2 | $45.9M | Buy |
908,607
+141,155
| +18% | +$7.13M | 2.89% | 9 |
|
|
2024
Q1 | $38.5M | Buy |
767,452
+101,667
| +15% | +$5.1M | 2.81% | 8 |
|
|
2023
Q4 | $33.9M | Buy |
665,785
+158,858
| +31% | +$8.09M | 2.78% | 9 |
|
|
2023
Q3 | $24.2M | Buy |
506,927
+80,326
| +19% | +$3.84M | 2.45% | 8 |
|
|
2023
Q2 | $21.4M | Buy |
426,601
+139,288
| +48% | +$6.99M | 2.3% | 9 |
|
|
2023
Q1 | $14.6M | Buy |
287,313
+13,856
| +5% | +$704K | 1.93% | 11 |
|
|
2022
Q4 | $13.7M | Sell |
273,457
-97,046
| -26% | -$4.86M | 2.05% | 10 |
|
|
2022
Q3 | $17.8M | Buy |
370,503
+92,206
| +33% | +$4.44M | 3.58% | 5 |
|
|
2022
Q2 | $13.9M | Buy |
278,297
+132,825
| +91% | +$6.63M | 3% | 7 |
|
|
2022
Q1 | $7.49M | Sell |
145,472
-3,135
| -2% | -$161K | 1.67% | 10 |
|
|
2021
Q4 | $8.1M | Buy |
+148,607
| New | +$8.1M | 2.5% | 8 |
|