EA
Enclave Advisors’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 | $3.27M | Sell |
66,696
-254,752
| -79% | -$12.5M | 0.53% | 34 |
|
|
2025
Q1 | $16M | Sell |
321,448
-77,356
| -19% | -$3.84M | 2.72% | 9 |
|
|
2024
Q4 | $20M | Buy |
398,804
+71,243
| +22% | +$3.57M | 3.29% | 7 |
|
|
2024
Q3 | $16.7M | Buy |
+327,561
| New | +$16.7M | 2.84% | 9 |
|