JP Wealth Management’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
$637K Hold
13,000
0.48% 11
2025
Q1
$645K Buy
13,000
+3,000
+30% +$149K 0.52% 11
2024
Q4
$501K Buy
+10,000
New +$501K 0.37% 14