Hart & Patterson Financial Group’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
2024
Q4
$5.1M Buy
101,724
+10
+0% +$501 2.48% 15
2024
Q3
$5.2M Sell
101,714
-1,537
-1% -$78.6K 2.46% 15
2024
Q2
$5.17M Sell
103,251
-4,092
-4% -$205K 2.56% 15
2024
Q1
$5.43M Sell
107,343
-705
-0.7% -$35.7K 2.69% 14
2023
Q4
$5.52M Buy
+108,048
New +$5.52M 2.86% 11