Monterey 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
2020 Q1	–	Sell	-11,513	Closed	-$616K	–	82
2019 Q4	$616K	Buy	+11,513	New	+$616K	0.49%	29