Congress Wealth 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
Q2 | $3.82M | Sell |
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|
2025
Q1 | $5.38M | Buy |
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|
2024
Q4 | $5.02M | Buy |
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|
2024
Q3 | $5.09M | Sell |
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|
2024
Q2 | $5.12M | Buy |
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|
2024
Q1 | $5.1M | Buy |
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|
2023
Q4 | $5.08M | Sell |
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|
2023
Q3 | $4.81M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $217K | Hold |
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|
2022
Q2 | $225K | Buy |
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