EnRich Financial Partners’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 | $331K | Sell |
6,760
-199,323
| -97% | -$9.77M | 0.1% | 45 |
|
|
2025
Q1 | $10.2M | Buy |
206,083
+2,053
| +1% | +$102K | 3.43% | 11 |
|
|
2024
Q4 | $10.2M | Buy |
204,030
+22,055
| +12% | +$1.11M | 3.41% | 11 |
|
|
2024
Q3 | $9.3M | Buy |
181,975
+5,229
| +3% | +$267K | 3.11% | 12 |
|
|
2024
Q2 | $8.86M | Sell |
176,746
-1,654
| -0.9% | -$82.9K | 3.25% | 12 |
|
|
2024
Q1 | $9.03M | Buy |
178,400
+36,120
| +25% | +$1.83M | 3.38% | 12 |
|
|
2023
Q4 | $7.26M | Buy |
+142,280
| New | +$7.26M | 3.03% | 12 |
|