WOSD
WFA of San Diego’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 | $569K | Buy |
+11,608
| New | +$569K | 0.42% | 53 |
|
|
2024
Q3 | $668K | Buy |
13,070
+942
| +8% | +$48.2K | 0.56% | 36 |
|
|
2024
Q2 | $608K | Buy |
+12,128
| New | +$608K | 0.54% | 41 |
|
|
2023
Q3 | $411K | Buy |
8,548
+7,141
| +508% | +$343K | 0.43% | 50 |
|
|
2023
Q2 | $70.7K | Buy |
+1,407
| New | +$70.7K | 0.07% | 140 |
|
|
2023
Q1 | – | Sell |
-304
| Closed | -$15K | – | 421 |
|
|
2022
Q4 | $15K | Buy |
+304
| New | +$15K | 0.01% | 320 |
|