Morton Brown Family Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $137K | Buy |
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|
2025
Q2 | $133K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $49.6K | Hold |
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|
2024
Q1 | $49.7K | Buy |
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|
2023
Q4 | $48.1K | Hold |
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|
2023
Q3 | $45.4K | Hold |
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|
2023
Q2 | $47.4K | Hold |
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|
2023
Q1 | $47.8K | Hold |
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|
2022
Q4 | $46.7K | Sell |
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|
2022
Q3 | $129K | Buy |
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|
2022
Q2 | $4K | Hold |
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|
2022
Q1 | $4K | Sell |
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|
2021
Q4 | $72K | Buy |
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