Beaird Harris Wealth Management’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
Q2 | $42.5M | Sell |
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|
2025
Q1 | $43.5M | Buy |
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|
2024
Q4 | $43.2M | Sell |
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|
2024
Q3 | $48.5M | Buy |
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|
2024
Q2 | $44.7M | Buy |
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|
2024
Q1 | $44.9M | Buy |
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|
2023
Q4 | $42M | Sell |
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|
2023
Q3 | $45.8M | Sell |
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|
2023
Q2 | $50.6M | Buy |
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|
2023
Q1 | $509K | Buy |
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|
2022
Q4 | $135K | Buy |
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|
2022
Q3 | $65K | Sell |
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|
2022
Q2 | $72K | Sell |
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|
2022
Q1 | $82K | Sell |
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|
2021
Q4 | $574K | Buy |
|