Mattern 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
Q2 | $220K | Hold |
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|
2025
Q1 | $222K | Hold |
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|
2024
Q4 | $225K | Hold |
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|
2024
Q3 | $229K | Hold |
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|
2024
Q2 | $225K | Hold |
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|
2024
Q1 | $227K | Hold |
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|
2023
Q4 | $229K | Hold |
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|
2023
Q3 | $216K | Sell |
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|
2023
Q2 | $350K | Sell |
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|
2023
Q1 | $401K | Hold |
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|
2022
Q4 | $392K | Hold |
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|
2022
Q3 | $381K | Hold |
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|
2022
Q2 | $395K | Sell |
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|
2022
Q1 | $488K | Sell |
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|
2021
Q4 | $3.92M | Sell |
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|
2021
Q3 | $4.19M | Sell |
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|
2021
Q2 | $4.35M | Sell |
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|
2021
Q1 | $6.55M | Sell |
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|
2020
Q4 | $6.63M | Buy |
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|
2020
Q3 | $4.18M | Buy |
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|
2020
Q2 | $3.48M | Buy |
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