Ascent Wealth Partners’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 | $693K | Buy |
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|
2025
Q2 | $492K | Sell |
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|
2025
Q1 | $498K | Buy |
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|
2024
Q4 | $490K | Buy |
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|
2024
Q3 | $454K | Sell |
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|
2024
Q2 | $510K | Buy |
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|
2024
Q1 | $507K | Buy |
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|
2023
Q4 | $503K | Buy |
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|
2023
Q3 | $470K | Sell |
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|
2023
Q2 | $508K | Buy |
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|
2023
Q1 | $507K | Buy |
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|
2022
Q4 | $485K | Sell |
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|
2022
Q3 | $476K | Buy |
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|
2022
Q2 | $227K | Buy |
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