RCS Financial Planning’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.86M | Sell |
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|
2025
Q2 | $4.84M | Buy |
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|
2025
Q1 | $2.91M | Sell |
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|
2024
Q4 | $3.38M | Buy |
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|
2024
Q3 | $1.85M | Buy |
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|
2024
Q2 | $1.74M | Buy |
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|
2024
Q1 | $1.75M | Buy |
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|
2023
Q4 | $1.75M | Buy |
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|
2023
Q3 | $1.33M | Buy |
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|
2023
Q2 | $267K | Hold |
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|
2023
Q1 | $269K | Buy |
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|
2022
Q4 | $218K | Buy |
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