Evernest Financial 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
Q3
$1.01M Buy
2025
Q2
$966K Buy
2025
Q1
$919K Sell
2024
Q4
$940K Buy
2024
Q3
$926K Buy
2024
Q2
$873K Sell
2024
Q1
$953K Buy
2023
Q4
$513K Buy
2021
Q4
$641K Buy