KW
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Keyvantage Wealth’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Keyvantage Wealth’s Portfolio VTEB Stock Details VTEB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$715K Sell
14,574
-5,178
-26% -$254K 0.32% 41
2025
Q1 		$980K Sell
19,752
-13,177
-40% -$654K 0.48% 30
2024
Q4 		$1.65M Buy
+32,929
New +$1.65M 1.18% 23