Genesis Private Wealth’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	$6.7M	Buy	136,735 +9,431	+7%	+$462K	3.16%	7
2025 Q1	$6.32M	Buy	127,304 +9,335	+8%	+$463K	3.35%	7
2024 Q4	$5.91M	Buy	+117,969	New	+$5.91M	3.26%	7