McKinley Carter Wealth Services’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	–	Sell	-4,665	Closed	-$229K	–	322
2025 Q2	$229K	Sell	4,665 -31,524	-87%	-$1.54M	0.01%	290
2025 Q1	$1.8M	Sell	36,189 -328,486	-90%	-$16.4M	0.11%	118
2024 Q4	$18.3M	Sell	364,675 -23,009	-6%	-$1.16M	1.12%	22
2024 Q3	$19.8M	Buy	387,684 +36,962	+11%	+$1.87M	1.2%	17
2024 Q2	$17.6M	Buy	350,722 +36,784	+12%	+$1.84M	1.12%	18
2024 Q1	$15.9M	Buy	313,938 +55,809	+22%	+$2.83M	1.06%	19
2023 Q4	$13.2M	Sell	258,129 -22,677	-8%	-$1.11M	0.96%	23
2023 Q3	$13.5M	Buy	280,806 +38,163	+16%	+$1.89M	1.07%	18
2023 Q2	$12.2M	Buy	242,643 +31,344	+15%	+$1.57M	0.91%	21
2023 Q1	$10.7M	Buy	211,299 +35,160	+20%	+$1.76M	0.84%	25
2022 Q4	$8.72M	Buy	176,139 +44,638	+34%	+$2.18M	0.74%	27
2022 Q3	$6.33M	Buy	131,501 +40,605	+45%	+$2.03M	0.59%	40
2022 Q2	$4.54M	Sell	90,896 -483,347	-84%	-$24.2M	0.4%	56
2022 Q1	$29.6M	Buy	574,243 +145,341	+34%	+$7.74M	2.32%	9
2021 Q4	$23.6M	Buy	428,902 +416,334	+3,313%	+$22.8M	1.76%	14
2021 Q3	$688K	Buy	12,568 +2,336	+23%	+$129K	0.06%	163
2021 Q2	$566K	Buy	+10,232	New	+$564K	0.05%	174