Core Wealth Advisors’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 | $958K | Sell |
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|
2025
Q1 | $1.37M | Sell |
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|
2024
Q4 | $1.48M | Sell |
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|
2024
Q3 | $1.64M | Sell |
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|
2024
Q2 | $2.54M | Buy |
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|
2024
Q1 | $2.17M | Buy |
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|
2023
Q4 | $1.96M | Buy |
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|
2023
Q3 | $1.65M | Buy |
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|
2023
Q2 | $1.6M | Sell |
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|
2023
Q1 | $1.73M | Buy |
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|
2022
Q4 | $923K | Buy |
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|
2022
Q3 | $825K | Buy |
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|
2022
Q2 | $807K | Buy |
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|
2022
Q1 | $51K | Buy |
|