High Net Worth Advisory Group’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $813K | Sell |
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|
2025
Q1 | $967K | Sell |
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|
2024
Q4 | $994K | Sell |
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|
2024
Q3 | $1.16M | Buy |
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|
2024
Q2 | $1.07M | Buy |
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|
2024
Q1 | $1.08M | Buy |
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|
2023
Q4 | $1.01M | Buy |
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|
2023
Q3 | $878K | Buy |
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|
2023
Q2 | $915K | Buy |
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|
2023
Q1 | $795K | Buy |
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|
2022
Q4 | $750K | Sell |
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|
2022
Q3 | $969K | Buy |
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|
2022
Q2 | $1M | Buy |
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|
2022
Q1 | $1.02M | Buy |
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|
2021
Q4 | $980K | Buy |
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