Conscious Wealth Investments’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 | $540K | Sell |
11,099
-244
| -2% | -$11.9K | 0.35% | 43 |
|
|
2025
Q1 | $555K | Sell |
11,343
-1,492
| -12% | -$73K | 0.39% | 40 |
|
|
2024
Q4 | $641K | Sell |
12,835
-3,235
| -20% | -$162K | 0.43% | 38 |
|
|
2024
Q3 | $806K | Sell |
16,070
-65
| -0.4% | -$3.26K | 0.55% | 37 |
|
|
2024
Q2 | $814K | Sell |
16,135
-5,004
| -24% | -$253K | 0.59% | 38 |
|
|
2024
Q1 | $1.05M | Sell |
21,139
-3,652
| -15% | -$182K | 0.8% | 37 |
|
|
2023
Q4 | $1.25M | Buy |
+24,791
| New | +$1.25M | 1% | 37 |
|