Fiduciary Counselling’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
2023
Q1
Sell
-76,769
Closed -$3.8M 12
2022
Q4
$3.8M Sell
76,769
-124,234
-62% -$6.15M 8.5% 5
2022
Q3
$9.68M Buy
+201,003
New +$9.68M 20.66% 2