Avid Wealth Partners’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 | $2.64M | Buy |
53,861
+9,930
| +23% | +$487K | 1.51% | 19 |
|
|
2025
Q1 | $2.18M | Sell |
43,931
-10,432
| -19% | -$518K | 1.48% | 19 |
|
|
2024
Q4 | $2.73M | Sell |
54,363
-1,237
| -2% | -$62K | 1.94% | 15 |
|
|
2024
Q3 | $2.84M | Sell |
55,600
-388
| -0.7% | -$19.8K | 2.01% | 15 |
|
|
2024
Q2 | $2.81M | Buy |
55,988
+47,165
| +535% | +$2.36M | 2.18% | 16 |
|
|
2024
Q1 | $446K | Buy |
+8,823
| New | +$446K | 0.36% | 28 |
|