Caerus Investment Advisors’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
2023
Q2
Sell
-61,000
Closed -$3.09M 50
2023
Q1
$3.09M Buy
+61,000
New +$3.09M 3.56% 10