Opal 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 | $317K | Sell |
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|
2025
Q1 | $345K | Sell |
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|
2024
Q4 | $4.53M | Sell |
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|
2024
Q3 | $4.64M | Sell |
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|
2024
Q2 | $4.58M | Sell |
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|
2024
Q1 | $5.39M | Sell |
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|
2023
Q4 | $5.47M | Buy |
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|
2023
Q3 | $405K | Sell |
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|
2023
Q2 | $472K | Sell |
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|
2023
Q1 | $478K | Sell |
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|
2022
Q4 | $1.99M | Buy |
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|
2022
Q3 | $1.83M | Sell |
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|
2022
Q2 | $2.42M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $516K | Buy |
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