SHFA
VTEB icon

SC&H Financial Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
-12,520
Closed -$625K 137
2022
Q2
$625K Sell
12,520
-793
-6% -$39.6K 0.29% 70
2022
Q1
$686K Buy
13,313
+2,635
+25% +$136K 0.33% 64
2021
Q4
$586K Buy
+10,678
New +$586K 0.32% 72