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Schwallier Wealth Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Schwallier Wealth Management’s Portfolio VTEB Stock Details VTEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$518K Buy
10,565
+3,958
+60% +$194K 0.32% 29
2025
Q1 		$328K Buy
+6,607
New +$328K 0.24% 37