EverSource 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
Q3 | $4.56M | Buy |
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|
2025
Q2 | $4.14M | Buy |
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|
2025
Q1 | $2.32M | Buy |
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|
2024
Q4 | $1.84M | Buy |
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|
2024
Q3 | $1.12M | Sell |
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|
2024
Q2 | $1.13M | Buy |
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|
2024
Q1 | $1.06M | Buy |
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|
2023
Q4 | $914K | Buy |
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|
2023
Q3 | $795K | Sell |
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|
2023
Q2 | $948K | Sell |
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|
2023
Q1 | $1.28M | Buy |
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|
2022
Q4 | $98.6K | Hold |
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|
2022
Q3 | $96K | Buy |
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|
2022
Q2 | $90K | Buy |
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|
2022
Q1 | $4K | Hold |
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|
2021
Q4 | $4K | Buy |
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