Sharp Financial Services’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
Q1
Sell
-5,900
Closed -$296K 102
2024
Q4
$296K Sell
5,900
-100
-2% -$5.01K 0.22% 71
2024
Q3
$307K Sell
6,000
-2,000
-25% -$102K 0.24% 66
2024
Q2
$401K Buy
+8,000
New +$401K 0.34% 58