Bridgewealth Advisory Group’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 | $241K | Buy |
+4,914
| New | +$241K | 0.06% | 97 |
|
2025
Q1 | – | Sell |
-4,914
| Closed | -$246K | – | 112 |
|
2024
Q4 | $246K | Sell |
4,914
-401
| -8% | -$20.1K | 0.07% | 88 |
|
2024
Q3 | $272K | Hold |
5,315
| – | – | 0.1% | 65 |
|
2024
Q2 | $266K | Hold |
5,315
| – | – | 0.12% | 58 |
|
2024
Q1 | $269K | Hold |
5,315
| – | – | 0.13% | 58 |
|
2023
Q4 | $271K | Hold |
5,315
| – | – | 0.21% | 57 |
|
2023
Q3 | $256K | Hold |
5,315
| – | – | 0.31% | 48 |
|
2023
Q2 | $267K | Hold |
5,315
| – | – | 0.43% | 40 |
|
2023
Q1 | $269K | Hold |
5,315
| – | – | 0.5% | 41 |
|
2022
Q4 | $263K | Buy |
+5,315
| New | +$263K | 0.52% | 40 |
|