BSW Wealth Partners’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 | $32.1M | Sell |
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|
2025
Q2 | $31.6M | Sell |
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|
2025
Q1 | $37.3M | Sell |
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|
2024
Q4 | $38M | Sell |
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|
2024
Q3 | $39.9M | Buy |
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|
2024
Q2 | $37.8M | Buy |
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|
2024
Q1 | $36M | Buy |
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|
2023
Q4 | $35.9M | Sell |
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|
2023
Q3 | $35M | Buy |
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|
2023
Q2 | $35.5M | Buy |
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|
2023
Q1 | $30.7M | Buy |
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|
2022
Q4 | $25.9M | Sell |
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|
2022
Q3 | $46.8M | Buy |
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|
2022
Q2 | $44.1M | Buy |
|