Alera Investment Advisors’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
2024 Q3	$9.92M	Sell	194,084 -12,124	-6%	-$620K	1.17%	23
2024 Q2	$10.3M	Buy	+206,208	New	+$10.3M	1.24%	22
2022 Q2	–	Sell	-13,017	Closed	-$671K	–	199
2022 Q1	$671K	Hold	13,017	–	–	0.15%	96
2021 Q4	$715K	Buy	+13,017	New	+$715K	0.2%	45