ERTS Wealth Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $350K | Sell |
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|
2024
Q4 | $368K | Sell |
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|
2024
Q3 | $385K | Sell |
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|
2024
Q2 | $388K | Sell |
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|
2024
Q1 | $404K | Buy |
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|
2023
Q4 | $407K | Sell |
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|
2023
Q3 | $385K | Buy |
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|
2023
Q2 | $394K | Sell |
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|
2023
Q1 | $431K | Sell |
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|
2022
Q4 | $1.32M | Buy |
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|
2022
Q3 | $855K | Sell |
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|
2022
Q2 | $1.66M | Buy |
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|
2022
Q1 | $771K | Buy |
|