Buckingham Strategic Wealth’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
2024 Q2	$4.19M	Sell	83,546 -8,863	-10%	-$443K	0.04%	159
2024 Q1	$4.68M	Sell	92,409 -3,450	-4%	-$175K	0.05%	154
2023 Q4	$4.89M	Sell	95,859 -8,988	-9%	-$441K	0.06%	142
2023 Q3	$5.04M	Sell	104,847 -11,984	-10%	-$594K	0.07%	131
2023 Q2	$5.87M	Sell	116,831 -22,672	-16%	-$1.14M	0.08%	122
2023 Q1	$6.9M	Hold	139,503	–	–	0.13%	92
2022 Q4	$6.9M	Buy	139,503 +4,181	+3%	+$204K	0.13%	92
2022 Q3	$6.51M	Buy	135,322 +4,565	+3%	+$228K	0.13%	86
2022 Q2	$6.53M	Buy	130,757 +50,392	+63%	+$2.53M	0.13%	90
2022 Q1	$4.14M	Buy	80,365 +17,485	+28%	+$931K	0.08%	120
2021 Q4	$3.45M	Sell	62,880 -80,416	-56%	-$4.41M	0.07%	132
2021 Q3	$7.85M	Buy	143,296 +97,138	+210%	+$5.37M	0.16%	71
2021 Q2	$2.55M	Buy	46,158 +18,800	+69%	+$1.04M	0.06%	150
2021 Q1	$1.5M	Buy	27,358 +13,824	+102%	+$760K	0.07%	189
2020 Q4	$747K	Buy	13,534 +9,670	+250%	+$528K	0.04%	252
2020 Q3	$210K	Buy	+3,864	New	+$211K	0.02%	449