Independent Wealth Network’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
Q3 | $375K | Buy |
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|
2025
Q2 | $360K | Sell |
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|
2025
Q1 | $402K | Buy |
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|
2024
Q4 | $380K | Buy |
|
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|
2024
Q3 | $385K | Sell |
|
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|
2024
Q2 | $379K | Buy |
|
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|
2024
Q1 | $381K | Buy |
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|
2023
Q4 | $383K | Buy |
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|
2023
Q3 | $304K | Buy |
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|
2023
Q2 | $313K | Buy |
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|
2023
Q1 | $315K | Buy |
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|
2022
Q4 | $209K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $300K | Buy |
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|
2021
Q4 | $240K | Hold |
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|
2021
Q3 | $239K | Buy |
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