Moser Wealth Advisors’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
Q2 | $702K | Buy |
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2025
Q1 | $701K | Buy |
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|
2024
Q4 | $692K | Sell |
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|
2024
Q3 | $721K | Hold |
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|
2024
Q2 | $707K | Sell |
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|
2024
Q1 | $744K | Sell |
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|
2023
Q4 | $763K | Sell |
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|
2023
Q3 | $765K | Hold |
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|
2023
Q2 | $799K | Buy |
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|
2022
Q4 | $861K | Sell |
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|
2022
Q3 | $867K | Buy |
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|
2022
Q2 | $407K | Sell |
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|
2022
Q1 | $621K | Sell |
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|
2021
Q4 | $824K | Sell |
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|
2021
Q3 | $1.07M | Sell |
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|
2021
Q2 | $1.09M | Buy |
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|
2021
Q1 | $1.08M | Buy |
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|
2020
Q4 | $872K | Hold |
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|
2020
Q3 | $860K | Hold |
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|
2020
Q2 | $855K | Hold |
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|
2020
Q1 | $836K | Hold |
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|
2019
Q4 | $846K | Buy |
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