Wolff Wiese Magana’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.2K | Buy |
596
+216
| +57% | +$10.6K | 0.02% | 253 |
|
|
2025
Q1 | $18.9K | Sell |
380
-47
| -11% | -$2.33K | 0.01% | 303 |
|
|
2024
Q4 | $21.4K | Buy |
427
+6
| +1% | +$301 | 0.01% | 290 |
|
|
2024
Q3 | $21.5K | Buy |
421
+85
| +25% | +$4.34K | 0.01% | 291 |
|
|
2024
Q2 | $16.8K | Buy |
336
+35
| +12% | +$1.75K | 0.01% | 254 |
|
|
2024
Q1 | $15.2K | Buy |
301
+35
| +13% | +$1.77K | 0.01% | 245 |
|
|
2023
Q4 | $13.6K | Sell |
266
-10,115
| -97% | -$517K | 0.01% | 245 |
|
|
2023
Q3 | $499K | Buy |
10,381
+549
| +6% | +$26.4K | 0.41% | 67 |
|
|
2023
Q2 | $494K | Buy |
9,832
+273
| +3% | +$13.7K | 0.38% | 64 |
|
|
2023
Q1 | $484K | Buy |
9,559
+410
| +4% | +$20.8K | 0.39% | 63 |
|
|
2022
Q4 | $453K | Buy |
9,149
+4,926
| +117% | +$244K | 0.39% | 60 |
|
|
2022
Q3 | $203K | Buy |
4,223
+524
| +14% | +$25.2K | 0.16% | 102 |
|
|
2022
Q2 | $185K | Sell |
3,699
-4,134
| -53% | -$207K | 0.14% | 118 |
|
|
2022
Q1 | $404K | Sell |
7,833
-541
| -6% | -$27.9K | 0.27% | 79 |
|
|
2021
Q4 | $460K | Buy |
8,374
+773
| +10% | +$42.5K | 0.3% | 80 |
|
|
2021
Q3 | $416K | Buy |
7,601
+377
| +5% | +$20.6K | 0.29% | 85 |
|
|
2021
Q2 | $399K | Buy |
7,224
+762
| +12% | +$42.1K | 0.28% | 84 |
|
|
2021
Q1 | $353K | Buy |
6,462
+1,452
| +29% | +$79.3K | 0.28% | 77 |
|
|
2020
Q4 | $276K | Buy |
+5,010
| New | +$276K | 0.23% | 92 |
|