Golden State Equity Partners’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
$742K Buy
15,136
+993
+7% +$48.7K 0.14% 181
2025
Q1
$702K Buy
14,143
+650
+5% +$32.3K 0.14% 180
2024
Q4
$676K Buy
13,493
+2,374
+21% +$119K 0.13% 185
2024
Q3
$568K Buy
11,119
+6,054
+120% +$309K 0.3% 68
2024
Q2
$254K Buy
+5,065
New +$254K 0.05% 346