Level Financial Advisors’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
Q3 | $239K | Buy |
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|
2025
Q2 | $219K | Sell |
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|
2025
Q1 | $408K | Hold |
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|
2024
Q4 | $412K | Buy |
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|
2024
Q3 | $419K | Sell |
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|
2024
Q2 | $427K | Buy |
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|
2024
Q1 | $397K | Buy |
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|
2023
Q4 | $386K | Sell |
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|
2023
Q3 | $497K | Buy |
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|
2023
Q2 | $366K | Sell |
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|
2023
Q1 | $384K | Sell |
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|
2022
Q4 | $426K | Buy |
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|
2022
Q3 | $409K | Sell |
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|
2022
Q2 | $526K | Buy |
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|
2022
Q1 | $212K | Buy |
|