Daymark Wealth Partners’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.26M | Buy |
25,610
+3,060
| +14% | +$150K | 0.05% | 234 |
|
|
2025
Q1 | $1.12M | Buy |
22,550
+2,079
| +10% | +$103K | 0.05% | 226 |
|
|
2024
Q4 | $1.03M | Sell |
20,471
-8,526
| -29% | -$427K | 0.04% | 239 |
|
|
2024
Q3 | $1.48M | Buy |
28,997
+8,909
| +44% | +$455K | 0.06% | 193 |
|
|
2024
Q2 | $1.01M | Buy |
20,088
+9,557
| +91% | +$479K | 0.05% | 237 |
|
|
2024
Q1 | $533K | Buy |
+10,531
| New | +$533K | 0.03% | 262 |
|