GWA
VTEB icon

Gutierrez Wealth Advisory’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Gutierrez Wealth Advisory’s Portfolio VTEB Stock Details VTEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$6.8M Buy
138,643
+63,979
+86% +$3.14M 4.56% 8
2025
Q1 		$3.7M Sell
74,664
-3,336
-4% -$166K 3.01% 11
2024
Q4 		$3.91M Buy
+78,000
New +$3.91M 3.23% 10