Heritage Wealth Management (Ohio)’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	$254K	Sell	5,190 -2,050	-28%	-$101K	0.08%	203
2025 Q1	$359K	Hold	7,240	–	–	0.12%	168
2024 Q4	$363K	Hold	7,240	–	–	0.12%	165
2024 Q3	$370K	Sell	7,240 -325	-4%	-$16.6K	0.12%	163
2024 Q2	$380K	Buy	+7,565	New	+$380K	0.13%	160