Dynasty Wealth Management’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 | $5.64M | Buy |
114,975
+2,880
| +3% | +$141K | 0.1% | 56 |
|
|
2025
Q1 | $5.56M | Buy |
112,095
+2,956
| +3% | +$147K | 0.09% | 56 |
|
|
2024
Q4 | $5.47M | Buy |
109,139
+8,118
| +8% | +$407K | 0.09% | 62 |
|
|
2024
Q3 | $5.16M | Buy |
101,021
+2,552
| +3% | +$130K | 0.16% | 45 |
|
|
2024
Q2 | $4.93M | Buy |
98,469
+14,067
| +17% | +$705K | 0.15% | 54 |
|
|
2024
Q1 | $4.27M | Buy |
+84,402
| New | +$4.27M | 0.14% | 49 |
|