OWA
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Oak Wealth Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Oak Wealth Advisors’s Portfolio VTEB Stock Details VTEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.49M Sell
30,347
-7,077
-19% -$347K 0.95% 15
2025
Q1 		$1.86M Buy
37,424
+9,205
+33% +$457K 1.37% 13
2024
Q4 		$1.41M Buy
+28,219
New +$1.41M 1.09% 14