Shakespeare Wealth Management’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	$1.62M	Buy	33,018 +6,089	+23%	+$299K	0.43%	29
2025 Q1	$1.34M	Buy	26,929 +7,255	+37%	+$360K	0.36%	33
2024 Q4	$986K	Buy	19,674 +2,252	+13%	+$113K	0.27%	39
2024 Q3	$891K	Buy	17,422 +7,604	+77%	+$389K	0.23%	42
2024 Q2	$492K	Buy	+9,818	New	+$492K	0.14%	59