WWM
Wiser 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,112
| Closed | -$208K | – | 37 |
|
|
2024
Q1 | $208K | Sell |
4,112
-375
| -8% | -$19K | 0.07% | 30 |
|
|
2023
Q4 | $229K | Buy |
4,487
+36
| +0.8% | +$1.83K | 0.08% | 31 |
|
|
2023
Q3 | $214K | Buy |
4,451
+32
| +0.7% | +$1.54K | 0.09% | 34 |
|
|
2023
Q2 | $222K | Buy |
+4,419
| New | +$222K | 0.09% | 33 |
|
|
2022
Q4 | – | Sell |
-8,122
| Closed | -$391K | – | 38 |
|
|
2022
Q3 | $391K | Sell |
8,122
-10,596
| -57% | -$510K | 0.2% | 27 |
|
|
2022
Q2 | $934K | Buy |
+18,718
| New | +$934K | 0.48% | 25 |
|