GEN Financial 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
2025
Q2
$2.61M Sell
53,181
-2,521
-5% -$124K 2.13% 7
2025
Q1
$2.76M Sell
55,702
-8,816
-14% -$437K 1.87% 6
2024
Q4
$3.23M Buy
+64,518
New +$3.23M 2.1% 6