DAS
Diversify Advisory Services’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Sell |
21,191
-3,532
| -14% | -$173K | 0.04% | 319 |
|
|
2025
Q1 | $1.21M | Sell |
24,723
-3,154
| -11% | -$155K | 0.08% | 187 |
|
|
2024
Q4 | $1.39M | Sell |
27,877
-3,985
| -13% | -$198K | 0.08% | 182 |
|
|
2024
Q3 | $1.61M | Sell |
31,862
-5,497
| -15% | -$277K | 0.09% | 190 |
|
|
2024
Q2 | $1.88M | Sell |
37,359
-15,676
| -30% | -$788K | 0.1% | 163 |
|
|
2024
Q1 | $2.67M | Buy |
+53,035
| New | +$2.67M | 0.16% | 134 |
|