Advyzon Investment Management’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	$2.92M	Sell	59,456 -6,001	-9%	-$294K	0.65%	33
2025 Q1	$3.25M	Sell	65,457 -12,546	-16%	-$623K	1.15%	15
2024 Q4	$3.91M	Buy	+78,003	New	+$3.91M	1.51%	11