Schneider Downs Wealth Management 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
Q2 | $8.07M | Buy |
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|
2025
Q1 | $4.97M | Sell |
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|
2024
Q4 | $5.55M | Buy |
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|
2024
Q3 | $2.03M | Sell |
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|
2024
Q2 | $2M | Sell |
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|
2024
Q1 | $2.31M | Buy |
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|
2023
Q4 | $2.32M | Buy |
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|
2023
Q3 | $937K | Sell |
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|
2023
Q2 | $2.08M | Sell |
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|
2023
Q1 | $2.6M | Sell |
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|
2022
Q4 | $2.71M | Buy |
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