Beaumont Financial Advisors’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
2026 Q1	$1.62M	Sell	32,519 -3,735	-10%	-$189K	0.11%	115
2025 Q4	$1.82M	Sell	36,254 -48	-0.1%	-$2.42K	0.12%	105
2025 Q3	$1.82M	Sell	36,302 -3,947	-10%	-$194K	0.12%	102
2025 Q2	$1.97M	Buy	40,249 +1,406	+4%	+$68.7K	0.14%	91
2025 Q1	$1.93M	Sell	38,843 -3,034	-7%	-$152K	0.15%	91
2024 Q4	$2.1M	Sell	41,877 -480	-1%	-$24.3K	0.16%	88
2024 Q3	$2.17M	Buy	42,357 +80	+0.2%	+$4.05K	0.17%	84
2024 Q2	$2.12M	Hold	42,277	–	–	0.17%	88
2024 Q1	$2.14M	Sell	42,277 -29,712	-41%	-$1.51M	0.18%	79
2023 Q4	$3.68M	Buy	71,989 +35,441	+97%	+$1.74M	0.34%	56
2023 Q3	$1.76M	Sell	36,548 -1,610	-4%	-$79.8K	0.18%	83
2023 Q2	$1.92M	Sell	38,158 -3,693	-9%	-$186K	0.18%	87
2023 Q1	$2.12M	Sell	41,851 -14,294	-25%	-$718K	0.21%	62
2022 Q4	$2.78M	Sell	56,145 -186,376	-77%	-$9.11M	0.28%	50
2022 Q3	$11.7M	Buy	242,521 +12,440	+5%	+$622K	1.12%	24
2022 Q2	$11.5M	Buy	230,081 +225,807	+5,283%	+$11.3M	1.03%	28
2022 Q1	$220K	Buy	+4,274	New	+$227K	0.02%	337