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BWM Planning’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

BWM Planning’s Portfolio VTEB Stock Details VTEB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-13,767
Closed -$683K – 85
2025
Q1 		$683K Hold
13,767
– – 0.29% 48
2024
Q4 		$690K Hold
13,767
– – 0.3% 48
2024
Q3 		$704K Buy
+13,767
New +$704K 0.31% 48