Icon Wealth Partners’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
2023 Q3	$613K	Buy	12,746 +196	+2%	+$9.43K	0.07%	152
2023 Q2	$630K	Buy	12,550 +4,463	+55%	+$224K	0.07%	170
2023 Q1	$410K	Buy	+8,087	New	+$410K	0.04%	213