Sellwood Investment Partners’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.63M Sell
53,583
-5,150
-9% -$253K 1.26% 12
2025
Q1
$2.91M Buy
58,733
+10,669
+22% +$529K 1.52% 12
2024
Q4
$2.41M Buy
+48,064
New +$2.41M 1.3% 12