Elmwood 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 | $3.13M | Buy |
63,805
+1,115
| +2% | +$54.7K | 1.24% | 29 |
|
|
2025
Q1 | $3.11M | Sell |
62,690
-4,801
| -7% | -$238K | 1.28% | 27 |
|
|
2024
Q4 | $3.38M | Buy |
67,491
+5,525
| +9% | +$277K | 1.37% | 23 |
|
|
2024
Q3 | $3.17M | Buy |
61,966
+2,066
| +3% | +$106K | 1.31% | 25 |
|
|
2024
Q2 | $3M | Sell |
59,900
-2,747
| -4% | -$138K | 1.34% | 24 |
|
|
2024
Q1 | $3.17M | Buy |
62,647
+9,700
| +18% | +$491K | 1.36% | 20 |
|
|
2023
Q4 | $2.7M | Buy |
52,947
+3,993
| +8% | +$204K | 1.9% | 14 |
|
|
2023
Q3 | $2.35M | Buy |
+48,954
| New | +$2.35M | 1.14% | 28 |
|