Elevate Wealth Advisory’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	$825K	Hold	16,828	–	–	0.59%	34
2025 Q1	$835K	Buy	16,828 +1,027	+6%	+$51K	0.59%	33
2024 Q4	$792K	Buy	15,801 +297	+2%	+$14.9K	0.59%	34
2024 Q3	$793K	Buy	15,504 +10,253	+195%	+$524K	0.59%	33
2024 Q2	$263K	Buy	+5,251	New	+$263K	0.21%	53