BWMG
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Barnes Wealth Management Group’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Barnes Wealth Management Group’s Portfolio VTEB Stock Details VTEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$609K Sell
12,426
-1,861
-13% -$91.2K 0.36% 70
2025
Q1 		$709K Sell
14,287
-1,506
-10% -$74.7K 0.45% 56
2024
Q4 		$792K Buy
+15,793
New +$792K 0.53% 48