Forum Financial Management’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
2026 Q1	$65.8M	Buy	1,319,857 +18,686	+1%	+$944K	0.93%	13
2025 Q4	$65.4M	Sell	1,301,171 -21,060	-2%	-$1.06M	0.85%	14
2025 Q3	$66.2M	Buy	1,322,231 +1,137,416	+615%	+$55.9M	0.91%	14
2025 Q2	$9.06M	Buy	184,815 +127,213	+221%	+$6.21M	0.14%	37
2025 Q1	$2.86M	Sell	57,602 -74,973	-57%	-$3.75M	0.05%	83
2024 Q4	$6.65M	Buy	132,575 +121,893	+1,141%	+$6.16M	0.11%	44
2024 Q3	$546K	Buy	10,682 +5,482	+105%	+$278K	0.01%	306
2024 Q2	$261K	Sell	5,200 -6	-0.1%	-$300	﹤0.01%	538
2024 Q1	$263K	Buy	5,206 +776	+18%	+$39.3K	﹤0.01%	558
2023 Q4	$226K	Buy	4,430 +71	+2%	+$3.48K	﹤0.01%	587
2023 Q3	$210K	Buy	+4,359	New	+$216K	﹤0.01%	577
2022 Q2	–	Sell	-21,226	Closed	-$1.09M	–	664
2022 Q1	$1.09M	Sell	21,226 -28,447	-57%	-$1.51M	0.05%	112
2021 Q4	$2.73M	Buy	+49,673	New	+$2.72M	0.14%	48