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Cyndeo Wealth Partners’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Cyndeo Wealth Partners’s Portfolio VTEB Stock Details VTEB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-5,156
Closed -$261K – 352
2023
Q1 		$261K Sell
5,156
-164,024
-97% -$8.31M 0.03% 282
2022
Q4 		$8.37M Buy
+169,180
New +$8.37M 0.98% 19