Brio Consultants’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
Q3
$565K Buy
2025
Q2
$488K Sell
2025
Q1
$1.56M Sell
2024
Q4
$2.39M Buy
2024
Q3
$2M Buy
2024
Q2
$857K Buy
2024
Q1
$854K Buy
2023
Q4
$526K Sell
2023
Q3
$1.77M Sell
2023
Q2
$1.91M Sell
2023
Q1
$2.1M Buy
2022
Q4
$1.95M Sell
2022
Q3
$2.26M Sell
2022
Q2
$3.75M Buy