Keudell/Morrison Wealth Management’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
Q1 | – | Sell |
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|
2024
Q4 | $2.35M | Sell |
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|
2024
Q3 | $3.22M | Sell |
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|
2024
Q2 | $3.56M | Sell |
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|
2024
Q1 | $6.01M | Sell |
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|
2023
Q4 | $6.2M | Sell |
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|
2023
Q3 | $5.99M | Sell |
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|
2023
Q2 | $6.58M | Sell |
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|
2023
Q1 | $7.15M | Sell |
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|
2022
Q4 | $7.02M | Buy |
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|
2022
Q3 | $4.79M | Buy |
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|
2022
Q2 | $4.12M | Buy |
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|
2022
Q1 | $2.45M | Buy |
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