Holos Integrated Wealth’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
$528K Hold
10,800
0.32% 41
2025
Q1
$536K Hold
10,800
0.35% 41
2024
Q4
$541K Buy
+10,800
New +$541K 0.37% 37