Baker Tilly Wealth Management’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
2024 Q1	–	Sell	-4,360	Closed	-$223K	–	473
2023 Q4	$223K	Sell	4,360 -988	-18%	-$50.4K	0.04%	434
2023 Q3	$257K	Sell	5,348 -3,315	-38%	-$159K	0.04%	391
2023 Q2	$435K	Buy	8,663 +1,162	+15%	+$58.4K	0.05%	374
2023 Q1	$380K	Buy	+7,501	New	+$380K	0.04%	402