Golden State Wealth 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 | $255K | Sell |
5,210
-1,642
| -24% | -$80.5K | 0.03% | 325 |
|
|
2025
Q1 | $340K | Sell |
6,852
-872
| -11% | -$43.3K | 0.05% | 275 |
|
|
2024
Q4 | $387K | Buy |
+7,724
| New | +$387K | 0.06% | 231 |
|
|
2019
Q3 | – | Sell |
-10,173
| Closed | -$539K | – | 1125 |
|
|
2019
Q2 | $539K | Sell |
10,173
-202
| -2% | -$10.7K | 0.17% | 112 |
|
|
2019
Q1 | $541K | Buy |
+10,375
| New | +$541K | 0.18% | 110 |
|