Brown Wealth Management’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 | $6.09M | Buy |
124,287
+55,493
| +81% | +$2.72M | 1.89% | 15 |
|
|
2025
Q1 | $3.41M | Sell |
68,794
-20,495
| -23% | -$1.02M | 1.17% | 20 |
|
|
2024
Q4 | $4.48M | Buy |
89,289
+14,561
| +19% | +$730K | 1.59% | 18 |
|
|
2024
Q3 | $3.82M | Buy |
74,728
+7,120
| +11% | +$364K | 1.38% | 17 |
|
|
2024
Q2 | $3.39M | Sell |
67,608
-376
| -0.6% | -$18.8K | 1.37% | 18 |
|
|
2024
Q1 | $3.44M | Sell |
67,984
-4,750
| -7% | -$240K | 1.42% | 19 |
|
|
2023
Q4 | $3.71M | Sell |
72,734
-9,446
| -11% | -$482K | 1.64% | 18 |
|
|
2023
Q3 | $3.95M | Sell |
82,180
-71,358
| -46% | -$3.43M | 1.88% | 18 |
|
|
2023
Q2 | $7.71M | Buy |
+153,538
| New | +$7.71M | 3.99% | 5 |
|