Atria Wealth Solutions’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 Q2	$4.12M	Sell	84,034 -48,844	-37%	-$2.39M	0.09%	248
2025 Q1	$6.59M	Sell	132,878 -140,621	-51%	-$7.04M	0.08%	264
2024 Q4	$13.7M	Sell	273,499 -55,969	-17%	-$2.83M	0.15%	147
2024 Q3	$16.8M	Sell	329,468 -10,705	-3%	-$543K	0.18%	118
2024 Q2	$17M	Buy	340,173 +54,533	+19%	+$2.73M	0.19%	111
2024 Q1	$14.5M	Buy	285,640 +18,629	+7%	+$944K	0.16%	137
2023 Q4	$13.6M	Buy	267,011 +19,179	+8%	+$940K	0.17%	126
2023 Q3	$11.9M	Sell	247,832 -6,201	-2%	-$307K	0.17%	131
2023 Q2	$12.8M	Sell	254,033 -40,385	-14%	-$2.03M	0.17%	126
2023 Q1	$14.9M	Buy	294,418 +62,198	+27%	+$3.12M	0.22%	98
2022 Q4	$11.5M	Buy	232,220 +3,056	+1%	+$149K	0.18%	127
2022 Q3	$11M	Buy	229,164 +2,837	+1%	+$142K	0.19%	114
2022 Q2	$11.3M	Sell	226,327 -7,852	-3%	-$394K	0.23%	107
2022 Q1	$12.1M	Buy	+234,179	New	+$12.5M	0.2%	110