Badgley Phelps Wealth Managers’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
2022
Q2
Sell
-6,092
Closed -$314K 226
2022
Q1
$314K Buy
6,092
+592
+11% +$30.5K 0.01% 176
2021
Q4
$302K Sell
5,500
-1,992
-27% -$109K 0.01% 180
2021
Q3
$410K Buy
+7,492
New +$410K 0.01% 167