Fortis Capital 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
2023
Q4
Sell
-6,257
Closed -$301K 142
2023
Q3
$301K Buy
6,257
+23
+0.4% +$1.11K 0.09% 115
2023
Q2
$313K Buy
6,234
+34
+0.5% +$1.71K 0.11% 86
2023
Q1
$314K Buy
+6,200
New +$314K 0.13% 79