Compass Planning Associates’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	$726K	Buy	14,813 +123	+0.8%	+$6.03K	0.67%	16
2025 Q1	$729K	Buy	14,690 +79	+0.5%	+$3.92K	0.74%	15
2024 Q4	$732K	Buy	+14,611	New	+$732K	0.74%	13