Concord Wealth 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	–	Sell	-24	Closed	-$1.19K	–	903
2025 Q1	$1.19K	Buy	+24	New	+$1.19K	﹤0.01%	719
2021 Q2	–	Sell	-14,529	Closed	-$794K	–	1111
2021 Q1	$794K	Hold	14,529	–	–	0.27%	34
2020 Q4	$802K	Buy	+14,529	New	+$802K	0.62%	19