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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $66.2M | Buy |
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|
2025
Q2 | $9.06M | Buy |
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|
2025
Q1 | $2.86M | Sell |
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|
2024
Q4 | $6.65M | Buy |
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|
2024
Q3 | $546K | Buy |
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|
2024
Q2 | $261K | Sell |
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|
2024
Q1 | $263K | Buy |
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|
2023
Q4 | $226K | Buy |
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|
2023
Q3 | $210K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $1.09M | Sell |
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|
2021
Q4 | $2.73M | Buy |
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