Beta Wealth Group’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 | – | Sell |
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|
2025
Q1 | $771K | Sell |
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|
2024
Q4 | $1.97M | Buy |
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|
2024
Q3 | $2.01M | Buy |
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|
2024
Q2 | $1.95M | Buy |
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|
2024
Q1 | $1.95M | Sell |
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|
2023
Q4 | $3.11M | Sell |
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|
2023
Q3 | $4.51M | Sell |
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|
2023
Q2 | $5.04M | Sell |
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|
2023
Q1 | $5.97M | Sell |
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|
2022
Q4 | $5.89M | Sell |
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|
2022
Q3 | $6.06M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $6.42M | Buy |
|
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|
2021
Q4 | $5.83M | Hold |
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|
2021
Q3 | $5.83M | Buy |
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|
2021
Q2 | $5.82M | Buy |
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|
2021
Q1 | $5.48M | Buy |
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|
2020
Q4 | $5.14M | Buy |
|