Narus Financial Partners’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
$565K Buy
2025
Q1
$550K Sell
2024
Q4
$639K Buy
2024
Q3
$611K Hold
2024
Q2
$599K Buy
2024
Q1
$519K Buy
2023
Q4
$294K Buy
2023
Q3
$202K Sell
2023
Q2
$216K Buy