Aspire Wealth Management’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
-8,551
Closed -$411K 186
2023
Q3
$411K Hold
8,551
0.31% 54
2023
Q2
$429K Hold
8,551
0.32% 57
2023
Q1
$433K Sell
8,551
-2,789
-25% -$141K 0.35% 56
2022
Q4
$561K Buy
+11,340
New +$561K 0.49% 43