Orgel 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
$160M Buy
2025
Q2
$144M Buy
2025
Q1
$122M Sell
2024
Q4
$128M Buy
2024
Q3
$127M Buy
2024
Q2
$105M Buy
2024
Q1
$99M Buy
2023
Q4
$93.7M Sell
2023
Q3
$452M Sell
2023
Q2
$472M Buy
2023
Q1
$389M Buy
2022
Q4
$319M Buy
2022
Q3
$243M Buy
2022
Q2
$244M Buy