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Holistic Planning’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Holistic Planning’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 		$277K Sell
5,660
-308
-5% -$15.1K 0.08% 179
2025
Q1 		$296K Buy
5,968
+534
+10% +$26.5K 0.1% 142
2024
Q4 		$272K Hold
5,434
– – 0.1% 142
2024
Q3 		$278K Buy
+5,434
New +$278K 0.12% 123