Family Asset Management’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
2024
Q3
$236K Sell
4,609
-15
-0.3% -$767 0.14% 98
2024
Q2
$232K Buy
+4,624
New +$232K 0.15% 97
2023
Q4
Sell
-12,785
Closed -$615K 201
2023
Q3
$615K Buy
+12,785
New +$615K 0.45% 54