Great Waters 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 | $2.91M | Sell |
59,289
-1,186
| -2% | -$58.2K | 0.38% | 18 |
|
|
2025
Q1 | $3M | Sell |
60,475
-7,436
| -11% | -$369K | 0.42% | 18 |
|
|
2024
Q4 | $3.4M | Sell |
67,911
-2,614
| -4% | -$131K | 0.44% | 16 |
|
|
2024
Q3 | $3.61M | Sell |
70,525
-1,619
| -2% | -$82.8K | 0.49% | 16 |
|
|
2024
Q2 | $3.62M | Buy |
72,144
+917
| +1% | +$46K | 0.55% | 16 |
|
|
2024
Q1 | $3.6M | Sell |
71,227
-19,553
| -22% | -$989K | 0.59% | 16 |
|
|
2023
Q4 | $4.63M | Sell |
90,780
-4,943
| -5% | -$252K | 0.82% | 15 |
|
|
2023
Q3 | $4.55M | Sell |
95,723
-398
| -0.4% | -$18.9K | 0.9% | 15 |
|
|
2023
Q2 | $4.83M | Sell |
96,121
-1,146
| -1% | -$57.6K | 0.96% | 15 |
|
|
2023
Q1 | $4.89M | Sell |
97,267
-2,616
| -3% | -$131K | 1.03% | 15 |
|
|
2022
Q4 | $5.08M | Buy |
+99,883
| New | +$5.08M | 1.09% | 15 |
|