MAI Capital Management’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
$4.88M Sell
99,523
-2,313
-2% -$113K 0.03% 335
2025
Q1
$5.05M Buy
101,836
+7,634
+8% +$379K 0.04% 321
2024
Q4
$4.72M Buy
+94,202
New +$4.72M 0.04% 327