Clearwater Capital Advisors’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
$899K Buy
2025
Q2
$880K Buy
2025
Q1
$583K Buy
2024
Q4
$588K Buy
2024
Q1
Sell
2023
Q4
$204K Buy
2021
Q1
Sell
2020
Q4
$1.28M Sell
2020
Q3
$1.26M Hold
2020
Q2
$1.25M Sell
2020
Q1
$1.26M Sell
2019
Q4
$1.28M Sell
2019
Q3
$1.38M Sell
2019
Q2
$1.38M Hold
2019
Q1
$1.35M Sell
2018
Q4
$1.35M Buy
2018
Q3
$240K Buy