Keystone Wealth Services’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
$677K Buy
13,804
+908
+7% +$44.5K 0.16% 140
2025
Q1
$640K Buy
12,896
+2,061
+19% +$102K 0.17% 127
2024
Q4
$543K Buy
10,835
+102
+1% +$5.11K 0.14% 140
2024
Q3
$549K Buy
+10,733
New +$549K 0.15% 135