Mallini Complete Financial Planning’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
$9.63M Buy
196,404
+18,604
+10% +$912K 12.17% 3
2025
Q1
$8.82M Buy
177,800
+6,783
+4% +$337K 8.43% 4
2024
Q4
$8.57M Buy
+171,017
New +$8.57M 8.14% 4