Sterling 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 | $356K | Buy |
+7,262
| New | +$356K | 0.12% | 74 |
|
2024
Q4 | $364K | Hold |
7,262
| – | – | 0.13% | 77 |
|
2024
Q3 | $371K | Hold |
7,262
| – | – | 0.14% | 79 |
|
2024
Q2 | $364K | Sell |
7,262
-159
| -2% | -$7.97K | 0.17% | 72 |
|
2024
Q1 | $376K | Hold |
7,421
| – | – | 0.19% | 64 |
|
2023
Q4 | $379K | Buy |
+7,421
| New | +$379K | 0.21% | 63 |
|