Connectus Wealth’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
2024
Q1
$2.42M Sell
47,921
-5,498
-10% -$278K 0.07% 165
2023
Q4
$2.73M Sell
53,419
-19,459
-27% -$993K 0.06% 217
2023
Q3
$3.51M Buy
+72,878
New +$3.51M 0.08% 199