Provence Wealth Management Group’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
2023
Q4
$345K Sell
6,767
-5,705
-46% -$291K 0.19% 111
2023
Q3
$600K Buy
12,472
+4,423
+55% +$213K 0.37% 63
2023
Q2
$404K Buy
8,049
+823
+11% +$41.3K 0.24% 79
2023
Q1
$366K Buy
+7,226
New +$366K 0.24% 85