Presilium Private Wealth’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.13M | Buy |
22,998
+1,812
| +9% | +$88.8K | 0.23% | 27 |
|
2025
Q1 | $1.05M | Buy |
21,186
+412
| +2% | +$20.4K | 0.24% | 31 |
|
2024
Q4 | $1.04M | Sell |
20,774
-80
| -0.4% | -$4.01K | 0.24% | 33 |
|
2024
Q3 | $1.07M | Buy |
20,854
+1,948
| +10% | +$99.6K | 0.25% | 33 |
|
2024
Q2 | $947K | Buy |
18,906
+437
| +2% | +$21.9K | 0.24% | 35 |
|
2024
Q1 | $935K | Buy |
18,469
+8,104
| +78% | +$410K | 0.25% | 33 |
|
2023
Q4 | $529K | Buy |
+10,365
| New | +$529K | 0.15% | 49 |
|