Mascoma Wealth Management’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 | $276K | Hold |
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|
2025
Q2 | $270K | Hold |
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|
2025
Q1 | $273K | Hold |
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|
2024
Q4 | $276K | Hold |
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|
2024
Q3 | $281K | Hold |
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|
2024
Q2 | $276K | Hold |
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|
2024
Q1 | $279K | Sell |
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|
2023
Q4 | $281K | Sell |
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|
2023
Q3 | $419K | Hold |
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|
2023
Q2 | $432K | Sell |
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|
2023
Q1 | $493K | Buy |
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|
2022
Q4 | $432K | Buy |
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|
2022
Q3 | $231K | Buy |
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|
2022
Q2 | $136K | Buy |
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