Dakota 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $440K | Buy |
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|
2025
Q2 | $307K | Buy |
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|
2025
Q1 | $294K | Hold |
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|
2024
Q4 | $297K | Hold |
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|
2024
Q3 | $303K | Buy |
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|
2024
Q2 | $259K | Buy |
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|
2024
Q1 | $257K | Sell |
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|
2023
Q4 | $339K | Buy |
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|
2023
Q3 | $244K | Hold |
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|
2023
Q2 | $255K | Hold |
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|
2023
Q1 | $257K | Hold |
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|
2022
Q4 | $251K | Sell |
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|
2022
Q3 | $2.57M | Buy |
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|
2022
Q2 | $1.77M | Buy |
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|
2022
Q1 | $1.81M | Hold |
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|
2021
Q4 | $1.93M | Buy |
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|
2021
Q3 | $1.52M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $1.06M | Hold |
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|
2019
Q1 | $1.04M | Buy |
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