Axis 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
$235K Sell
4,792
-321
-6% -$15.7K 0.15% 134
2025
Q1
$254K Buy
5,113
+26
+0.5% +$1.29K 0.19% 126
2024
Q4
$255K Buy
+5,087
New +$255K 0.21% 119