Merkkuri Wealth Advisors’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
Q1
Sell
-11,558
Closed -$579K 88
2024
Q4
$579K Buy
11,558
+107
+0.9% +$5.36K 0.46% 49
2024
Q3
$585K Buy
11,451
+202
+2% +$10.3K 0.46% 52
2024
Q2
$564K Buy
+11,249
New +$564K 0.52% 45