Opes Wealth Management’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
Q3 | $2.99M | Buy |
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|
2025
Q2 | $2.7M | Buy |
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|
2025
Q1 | $2.36M | Buy |
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|
2024
Q4 | $2.28M | Buy |
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|
2024
Q3 | $1.92M | Buy |
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|
2024
Q2 | $1.74M | Buy |
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|
2024
Q1 | $1.63M | Buy |
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|
2023
Q4 | $1.26M | Buy |
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|
2023
Q3 | $863K | Buy |
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|
2023
Q2 | $713K | Buy |
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|
2023
Q1 | $563K | Buy |
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|
2022
Q4 | $516K | Buy |
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|
2022
Q3 | $398K | Buy |
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|
2022
Q2 | $213K | Sell |
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|
2022
Q1 | $247K | Sell |
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|
2021
Q4 | $315K | Buy |
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|
2021
Q3 | $246K | Buy |
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|
2021
Q2 | $217K | Buy |
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