Madison Wealth Partners’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 | $455K | Sell |
9,289
-1,989
| -18% | -$97.5K | 0.1% | 91 |
|
|
2025
Q1 | $560K | Sell |
11,278
-970
| -8% | -$48.1K | 0.14% | 75 |
|
|
2024
Q4 | $614K | Sell |
12,248
-1,192
| -9% | -$59.8K | 0.17% | 73 |
|
|
2024
Q3 | $687K | Buy |
13,440
+196
| +1% | +$10K | 0.2% | 64 |
|
|
2024
Q2 | $664K | Sell |
13,244
-1,350
| -9% | -$67.6K | 0.23% | 58 |
|
|
2024
Q1 | $738K | Buy |
14,594
+1,977
| +16% | +$100K | 0.27% | 51 |
|
|
2023
Q4 | $644K | Buy |
12,617
+698
| +6% | +$35.6K | 0.26% | 54 |
|
|
2023
Q3 | $573K | Sell |
11,919
-5,645
| -32% | -$272K | 0.29% | 41 |
|
|
2023
Q2 | $882K | Buy |
17,564
+2,145
| +14% | +$108K | 0.41% | 28 |
|
|
2023
Q1 | $781K | Buy |
15,419
+5,874
| +62% | +$298K | 0.39% | 28 |
|
|
2022
Q4 | $472K | Sell |
9,545
-156
| -2% | -$7.72K | 0.28% | 40 |
|
|
2022
Q3 | $467K | Buy |
9,701
+4,730
| +95% | +$228K | 0.31% | 39 |
|
|
2022
Q2 | $248K | Buy |
+4,971
| New | +$248K | 0.16% | 63 |
|