Morton Brown Family 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 | $133K | Buy |
+2,716
| New | +$133K | 0.04% | 74 |
|
|
2024
Q3 | – | Sell |
-982
| Closed | -$49.6K | – | 281 |
|
|
2024
Q2 | $49.6K | Hold |
982
| – | – | 0.02% | 92 |
|
|
2024
Q1 | $49.7K | Buy |
982
+39
| +4% | +$1.97K | 0.02% | 87 |
|
|
2023
Q4 | $48.1K | Hold |
943
| – | – | 0.02% | 102 |
|
|
2023
Q3 | $45.4K | Hold |
943
| – | – | 0.02% | 82 |
|
|
2023
Q2 | $47.4K | Hold |
943
| – | – | 0.03% | 77 |
|
|
2023
Q1 | $47.8K | Hold |
943
| – | – | 0.03% | 77 |
|
|
2022
Q4 | $46.7K | Sell |
943
-1,728
| -65% | -$85.5K | 0.03% | 78 |
|
|
2022
Q3 | $129K | Buy |
2,671
+2,597
| +3,509% | +$125K | 0.1% | 47 |
|
|
2022
Q2 | $4K | Hold |
74
| – | – | ﹤0.01% | 172 |
|
|
2022
Q1 | $4K | Sell |
74
-1,240
| -94% | -$67K | ﹤0.01% | 121 |
|
|
2021
Q4 | $72K | Buy |
+1,314
| New | +$72K | 0.06% | 63 |
|