Atticus Wealth Management’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
2024 Q2	–	Sell	-163	Closed	-$8.25K	–	574
2024 Q1	$8.25K	Sell	163 -872	-84%	-$44.2K	﹤0.01%	414
2023 Q4	$52.8K	Sell	1,035 -9,651	-90%	-$473K	0.02%	240
2023 Q3	$514K	Buy	10,686 +548	+5%	+$27.1K	0.2%	67
2023 Q2	$509K	Buy	10,138 +17	+0.2%	+$854	0.19%	75
2023 Q1	$513K	Sell	10,121 -1,408	-12%	-$70.7K	0.2%	76
2022 Q4	$571K	Buy	11,529 +1,025	+10%	+$50.1K	0.23%	72
2022 Q3	$524K	Hold	10,504	–	–	0.25%	59
2022 Q2	$524K	Sell	10,504 -2,096	-17%	-$105K	0.22%	71
2022 Q1	$650K	Hold	12,600	–	–	0.24%	65
2021 Q4	$692K	Buy	12,600 +1,300	+12%	+$71.2K	0.27%	53
2021 Q3	$619K	Buy	11,300 +500	+5%	+$27.6K	0.27%	51
2021 Q2	$597K	Hold	10,800	–	–	0.26%	57
2021 Q1	$590K	Buy	10,800 +9,000	+500%	+$494K	0.28%	55
2020 Q4	$99K	Buy	+1,800	New	+$98.3K	0.05%	155