Cyndeo Wealth Partners’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
2026
Q1
$2.04M Buy
2023
Q2
Sell
2023
Q1
$261K Sell
2022
Q4
$8.37M Buy