Curi 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
2023
Q4
Sell
2023
Q3
$282K Hold
2023
Q2
$295K Hold
2023
Q1
$297K Hold
2022
Q4
$291K Sell
2022
Q3
$339K Buy
2022
Q2
$17K Buy
2022
Q1
$17K Buy