Catalyst Financial 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
$3.39M Buy
2025
Q2
$2.25M Buy
2025
Q1
$365K Buy
2024
Q4
$350K Buy
2024
Q1
Sell
2023
Q4
$456K Sell
2023
Q3
$558K Hold
2023
Q2
$583K Hold
2023
Q1
$588K Hold
2022
Q4
$574K Buy