WPWM
Windward Private Wealth Management’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 | $281K | Sell |
5,722
-21,292
| -79% | -$1.04M | 0.1% | 38 |
|
|
2025
Q1 | $1.34M | Buy |
27,014
+75
| +0.3% | +$3.72K | 0.52% | 23 |
|
|
2024
Q4 | $1.35M | Buy |
26,939
+7,913
| +42% | +$397K | 0.53% | 23 |
|
|
2024
Q3 | $973K | Buy |
19,026
+784
| +4% | +$40.1K | 0.37% | 28 |
|
|
2024
Q2 | $914K | Buy |
18,242
+4,025
| +28% | +$202K | 0.37% | 29 |
|
|
2024
Q1 | $719K | Sell |
14,217
-8,056
| -36% | -$408K | 0.29% | 32 |
|
|
2023
Q4 | $1.14M | Sell |
22,273
-18,244
| -45% | -$931K | 0.48% | 28 |
|
|
2023
Q3 | $1.95M | Buy |
40,517
+1,316
| +3% | +$63.3K | 0.88% | 21 |
|
|
2023
Q2 | $1.97M | Sell |
39,201
-23,681
| -38% | -$1.19M | 0.87% | 21 |
|
|
2023
Q1 | $3.19M | Buy |
62,882
+722
| +1% | +$36.6K | 1.36% | 16 |
|
|
2022
Q4 | $3.08M | Sell |
62,160
-2,855
| -4% | -$141K | 1.36% | 16 |
|
|
2022
Q3 | $3.13M | Buy |
+65,015
| New | +$3.13M | 1.51% | 13 |
|