Bernardo Wealth Planning’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 | $1.31M | Sell |
26,701
-122
| -0.5% | -$5.98K | 0.28% | 41 |
|
|
2025
Q1 | $1.33M | Buy |
26,823
+130
| +0.5% | +$6.45K | 0.32% | 38 |
|
|
2024
Q4 | $1.33M | Sell |
26,693
-308
| -1% | -$15.3K | 0.32% | 39 |
|
|
2024
Q3 | $1.37M | Sell |
27,001
-847
| -3% | -$43K | 0.33% | 37 |
|
|
2024
Q2 | $1.4M | Buy |
27,848
+12,807
| +85% | +$642K | 0.38% | 36 |
|
|
2024
Q1 | $761K | Buy |
+15,041
| New | +$761K | 0.21% | 47 |
|