Alpha Financial Partners’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
2023 Q4	–	Sell	-58,810	Closed	-$2.83M	–	94
2023 Q3	$2.83M	Sell	58,810 -212	-0.4%	-$10.2K	3.28%	8
2023 Q2	$2.96M	Sell	59,022 -4,428	-7%	-$222K	3.16%	7
2023 Q1	$3.21M	Sell	63,450 -1,696	-3%	-$85.9K	3.61%	5
2022 Q4	$3.22M	Buy	+65,146	New	+$3.22M	3.91%	6