Cascade Financial Partners’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 | $7.19M | Buy |
146,601
+7,710
| +6% | +$378K | 0.86% | 23 |
|
|
2025
Q1 | $6.89M | Sell |
138,891
-1,238
| -0.9% | -$61.4K | 0.87% | 21 |
|
|
2024
Q4 | $7.02M | Sell |
140,129
-640
| -0.5% | -$32.1K | 0.92% | 20 |
|
|
2024
Q3 | $7.1M | Sell |
140,769
-6,600
| -4% | -$333K | 0.89% | 19 |
|
|
2024
Q2 | $7.38M | Buy |
147,369
+1,447
| +1% | +$72.5K | 0.97% | 18 |
|
|
2024
Q1 | $7.31M | Buy |
+145,922
| New | +$7.31M | 1.05% | 18 |
|