Beacon Financial Advisory’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
Q3
Sell
-5,060
Closed -$253K 223
2022
Q2
$253K Sell
5,060
-4,636
-48% -$232K 0.14% 182
2022
Q1
$500K Buy
+9,696
New +$500K 0.24% 129