Mosaic Family Wealth Partners’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
Sell
-7,062
Closed -$350K 231
2025
Q1
$350K Buy
+7,062
New +$350K 0.05% 155
2024
Q4
Sell
-3,949
Closed -$202K 222
2024
Q3
$202K Buy
+3,949
New +$202K 0.03% 200