Robertson Stephens Wealth Management’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 | $2.21M | Sell |
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|
2025
Q2 | $3.73M | Sell |
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|
2025
Q1 | $5.6M | Sell |
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|
2024
Q4 | $6.27M | Buy |
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|
2024
Q3 | $5.36M | Buy |
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|
2024
Q2 | $3.43M | Buy |
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|
2024
Q1 | $531K | Sell |
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|
2023
Q4 | $537K | Sell |
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|
2023
Q3 | $512K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $408K | Buy |
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|
2022
Q4 | $398K | Buy |
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|
2022
Q3 | $202K | Sell |
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|
2022
Q2 | $636K | Buy |
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