Baldwin Wealth Partners’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
2025
Q4
$275K Buy
2024
Q4
Sell
2024
Q3
$279K Buy
2024
Q2
Sell
2024
Q1
$277K Buy
2023
Q4
$234K Hold
2023
Q3
$220K Hold
2023
Q2
$230K Hold
2023
Q1
$232K Buy