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Planned Solutions’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-3,835
Closed -$196K 628
2024
Q3
$196K Buy
+3,835
New +$196K 0.08% 114
2024
Q1
Sell
-887
Closed -$45.3K 546
2023
Q4
$45.3K Buy
+887
New +$45.3K 0.02% 294