San Luis Wealth Advisors’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
$13.7M Hold
2025
Q2
$13.7M Sell
2025
Q1
$19.1M Sell
2024
Q4
$21.8M Sell
2024
Q3
$24.1M Buy
2024
Q2
$15.3M Buy
2022
Q2
Sell
2022
Q1
$461K Buy
2021
Q4
Sell
2021
Q3
$839K Buy