Marcum Wealth’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
Q1 | $2.7M | Sell |
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|
2024
Q4 | $3.09M | Buy |
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|
2024
Q3 | $2.96M | Buy |
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|
2024
Q2 | $2.88M | Buy |
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|
2024
Q1 | $2.1M | Buy |
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|
2023
Q4 | $1.72M | Buy |
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|
2023
Q3 | $1.41M | Buy |
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|
2023
Q2 | $1.46M | Sell |
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|
2023
Q1 | $1.61M | Buy |
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|
2022
Q4 | $1.5M | Buy |
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|
2022
Q3 | $1.19M | Buy |
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|
2022
Q2 | $996K | Buy |
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|
2022
Q1 | $787K | Buy |
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|
2021
Q4 | $580K | Buy |
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|
2021
Q3 | $555K | Buy |
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|
2021
Q2 | $445K | Buy |
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|
2021
Q1 | $388K | Buy |
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