GeoWealth 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 | $76.2M | Sell |
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|
2025
Q2 | $78.2M | Sell |
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|
2025
Q1 | $84.6M | Sell |
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|
2024
Q4 | $97M | Buy |
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|
2024
Q3 | $89.7M | Buy |
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|
2024
Q2 | $82M | Buy |
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|
2024
Q1 | $78.9M | Buy |
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|
2023
Q4 | $391K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $4K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $121K | Buy |
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