Beacon Bridge 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 | $337K | Sell |
6,872
-24,952
| -78% | -$1.22M | 0.13% | 71 |
|
|
2025
Q1 | $1.58M | Hold |
31,824
| – | – | 0.67% | 39 |
|
|
2024
Q4 | $1.6M | Buy |
31,824
+356
| +1% | +$17.8K | 0.68% | 40 |
|
|
2024
Q3 | $1.61M | Buy |
31,468
+4,964
| +19% | +$254K | 0.69% | 37 |
|
|
2024
Q2 | $1.33M | Sell |
26,504
-13,666
| -34% | -$685K | 0.61% | 42 |
|
|
2024
Q1 | $2.03M | Sell |
40,170
-5,372
| -12% | -$272K | 0.96% | 31 |
|
|
2023
Q4 | $2.32M | Sell |
45,542
-2,108
| -4% | -$108K | 1.16% | 24 |
|
|
2023
Q3 | $2.29M | Buy |
47,650
+1,852
| +4% | +$89.1K | 1.21% | 25 |
|
|
2023
Q2 | $2.3M | Buy |
45,798
+18,405
| +67% | +$924K | 1.18% | 22 |
|
|
2023
Q1 | $1.39M | Buy |
27,393
+21,473
| +363% | +$1.09M | 0.83% | 24 |
|
|
2022
Q4 | $293K | Buy |
+5,920
| New | +$293K | 0.21% | 63 |
|