Beverly Hills Private Wealth’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	$1.06M	Hold	21,611	–	–	0.2%	124
2025 Q1	$1.07M	Sell	21,611 -56	-0.3%	-$2.78K	0.21%	117
2024 Q4	$1.09M	Buy	+21,667	New	+$1.09M	0.22%	111