Falcon Wealth Planning’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 | $305K | Sell |
6,218
-575
| -8% | -$28.2K | 0.03% | 136 |
|
|
2025
Q1 | $337K | Sell |
6,793
-2,875
| -30% | -$143K | 0.04% | 128 |
|
|
2024
Q4 | $485K | Buy |
9,668
+2,090
| +28% | +$105K | 0.05% | 98 |
|
|
2024
Q3 | $387K | Buy |
+7,578
| New | +$387K | 0.05% | 108 |
|
|
2023
Q4 | – | Sell |
-12,514
| Closed | -$602K | – | 134 |
|
|
2023
Q3 | $602K | Hold |
12,514
| – | – | 0.13% | 53 |
|
|
2023
Q2 | $628K | Buy |
+12,514
| New | +$628K | 0.14% | 51 |
|