Bright Financial Advisors’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 | $307K | Hold |
6,255
| – | – | 0.17% | 45 |
|
|
2025
Q1 | $310K | Sell |
6,255
-3,472
| -36% | -$172K | 0.19% | 44 |
|
|
2024
Q4 | $488K | Sell |
9,727
-200
| -2% | -$10K | 0.31% | 33 |
|
|
2024
Q3 | $507K | Sell |
9,927
-727
| -7% | -$37.2K | 0.32% | 31 |
|
|
2024
Q2 | $534K | Buy |
10,654
+14
| +0.1% | +$702 | 0.38% | 30 |
|
|
2024
Q1 | $530K | Buy |
+10,640
| New | +$530K | 0.4% | 27 |
|