Concorde Asset Management’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
Q1
Sell
2024
Q4
$334K Buy
2024
Q3
$339K Sell
2024
Q2
$361K Buy
2024
Q1
Sell
2023
Q4
$310K Buy
2023
Q3
$291K Buy
2023
Q2
$214K Buy