Peak Financial Management’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
-4,380
Closed -$224K 105
2024
Q3
$224K Hold
4,380
0.07% 94
2024
Q2
$219K Hold
4,380
0.07% 86
2024
Q1
$222K Hold
4,380
0.07% 87
2023
Q4
$224K Buy
+4,380
New +$224K 0.08% 80