ML&R 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
2024
Q1
$1.01M Sell
2023
Q4
$1.2M Buy
2023
Q3
$330K Hold
2023
Q2
$345K Sell
2023
Q1
$884K Buy
2022
Q4
$784K Buy
2022
Q3
$573K Buy