Arkadios Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $978K | Buy |
19,954
+1,810
| +10% | +$88.7K | 0.03% | 572 |
|
|
2025
Q1 | $900K | Buy |
+18,144
| New | +$900K | 0.03% | 495 |
|
|
2021
Q3 | – | Sell |
-284
| Closed | -$15K | – | 2078 |
|
|
2021
Q2 | $15K | Buy |
284
+1
| +0.4% | +$53 | ﹤0.01% | 1410 |
|
|
2021
Q1 | $15K | Buy |
283
+1
| +0.4% | +$53 | ﹤0.01% | 1072 |
|
|
2020
Q4 | $15K | Buy |
+282
| New | +$15K | ﹤0.01% | 850 |
|