Exencial 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 | $4.76M | Buy |
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2025
Q2 | $4.6M | Buy |
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|
2025
Q1 | $3.52M | Buy |
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|
2024
Q4 | $3.31M | Sell |
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|
2024
Q3 | $3.51M | Sell |
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|
2024
Q2 | $3.5M | Sell |
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|
2024
Q1 | $4.07M | Sell |
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|
2023
Q4 | $4.74M | Buy |
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|
2023
Q3 | $754K | Hold |
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|
2023
Q2 | $787K | Sell |
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|
2023
Q1 | $809K | Sell |
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|
2022
Q4 | $795K | Buy |
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