Sequent Planning’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
Sell
-4,347
Closed -$216K 166
2025
Q1
$216K Hold
4,347
0.08% 137
2024
Q4
$218K Hold
4,347
0.08% 133
2024
Q3
$222K Hold
4,347
0.08% 134
2024
Q2
$217K Hold
4,347
0.07% 130
2024
Q1
$220K Buy
+4,347
New +$220K 0.08% 131