Keystone Financial Group (Georgia)’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
$214K Sell
4,404
-530
-11% -$25.7K 0.14% 57
2025
Q1
$242K Sell
4,934
-33
-0.7% -$1.62K 0.17% 53
2024
Q4
$249K Buy
+4,967
New +$249K 0.2% 57