Mason & Associates (Virginia)’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	$3.71M	Sell	75,685 -32,668	-30%	-$1.6M	0.93%	11
2025 Q1	$5.38M	Sell	108,353 -27,732	-20%	-$1.38M	1.55%	8
2024 Q4	$6.82M	Sell	136,085 -43,165	-24%	-$2.16M	2.04%	7
2024 Q3	$9.16M	Sell	179,250 -5,397	-3%	-$276K	2.8%	7
2024 Q2	$9.25M	Buy	+184,647	New	+$9.25M	3.04%	6