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PlanWiser Financial’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

PlanWiser Financial’s Portfolio VTEB Stock Details VTEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.63M Sell
54,168
-3,706
-6% -$180K 2.24% 17
2025
Q1 		$2.84M Buy
+57,874
New +$2.84M 2.57% 14