Annex Advisory Services’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $235K | Sell |
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|
2025
Q2 | $522K | Sell |
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|
2025
Q1 | $563K | Buy |
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|
2024
Q4 | $488K | Buy |
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|
2024
Q3 | $494K | Buy |
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|
2024
Q2 | $482K | Buy |
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|
2024
Q1 | $473K | Sell |
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|
2023
Q4 | $4.04M | Buy |
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|
2023
Q3 | $762K | Sell |
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|
2023
Q2 | $1.22M | Sell |
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|
2023
Q1 | $1.26M | Sell |
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|
2022
Q4 | $2.19M | Buy |
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|
2022
Q3 | $1.31M | Sell |
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|
2022
Q2 | $1.57M | Buy |
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|
2022
Q1 | $917K | Buy |
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