Northwest Financial Advisors’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
2024
Q4
Sell
-1,900
Closed -$97.1K 537
2024
Q3
$97.1K Buy
+1,900
New +$97.1K 0.08% 158
2024
Q1
Sell
-929
Closed -$47.4K 526
2023
Q4
$47.4K Buy
+929
New +$47.4K 0.04% 212