Concord Wealth 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
Q2
Sell
2025
Q1
$1.19K Buy
2021
Q2
Sell
2021
Q1
$794K Hold
2020
Q4
$802K Buy