MGO Private Wealth’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 | Buy |
75,737
+3,210
| +4% | +$157K | 2.38% | 12 |
|
|
2025
Q1 | $3.6M | Buy |
72,527
+4,892
| +7% | +$243K | 2.54% | 12 |
|
|
2024
Q4 | $3.39M | Buy |
67,635
+1,234
| +2% | +$61.9K | 2.41% | 11 |
|
|
2024
Q3 | $3.39M | Sell |
66,401
-256
| -0.4% | -$13.1K | 2.42% | 10 |
|
|
2024
Q2 | $3.34M | Buy |
66,657
+23,336
| +54% | +$1.17M | 2.1% | 13 |
|
|
2024
Q1 | $2.19M | Buy |
43,321
+8,828
| +26% | +$447K | 1.38% | 17 |
|
|
2023
Q4 | $1.76M | Buy |
34,493
+9,027
| +35% | +$461K | 1.21% | 20 |
|
|
2023
Q3 | $1.22M | Buy |
25,466
+8,694
| +52% | +$418K | 0.91% | 24 |
|
|
2023
Q2 | $842K | Buy |
+16,772
| New | +$842K | 0.63% | 32 |
|