WWA
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Wingate Wealth Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Wingate Wealth Advisors’s Portfolio VTEB Stock Details VTEB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-16,624
Closed -$833K – 445
2024
Q4 		$833K Buy
+16,624
New +$833K 0.82% 36