Successful Portfolios’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$287K	Buy	5,698 +1,395	+32%	+$70.1K	0.13%	147
2026 Q1	$215K	Buy	4,303 +194	+5%	+$9.8K	0.12%	169
2025 Q4	$208K	Buy	+4,109	New	+$207K	0.11%	174
2024 Q2	–	Sell	-4,277	Closed	-$216K	–	171
2024 Q1	$216K	Hold	4,277	–	–	0.15%	145
2023 Q4	$218K	Sell	4,277 -765	-15%	-$37.5K	0.16%	140
2023 Q3	$243K	Buy	5,042 +460	+10%	+$22.8K	0.21%	111
2023 Q2	$230K	Sell	4,582 -7,002	-60%	-$352K	0.2%	121
2023 Q1	$587K	Buy	11,584 +2,002	+21%	+$100K	0.37%	63
2022 Q4	$474K	Buy	9,582 +3,300	+53%	+$161K	0.31%	85
2022 Q3	$302K	Sell	6,282 -1,100	-15%	-$55K	0.22%	123
2022 Q2	$369K	Sell	7,382 -103	-1%	-$5.16K	0.25%	103
2022 Q1	$386K	Hold	7,485	–	–	0.22%	116
2021 Q4	$411K	Buy	7,485 +165	+2%	+$9.04K	0.22%	113
2021 Q3	$401K	Hold	7,320	–	–	0.24%	113
2021 Q2	$405K	Hold	7,320	–	–	0.25%	110
2021 Q1	$400K	Sell	7,320 -50	-0.7%	-$2.75K	0.26%	103
2020 Q4	$407K	Hold	7,370	–	–	0.29%	95
2020 Q3	$401K	Hold	7,370	–	–	0.32%	87
2020 Q2	$399K	Sell	7,370 -2,500	-25%	-$133K	0.35%	83
2020 Q1	$522K	Hold	9,870	–	–	0.53%	56
2019 Q4	$528K	Sell	9,870 -345	-3%	-$18.5K	0.47%	59
2019 Q3	$548K	Hold	10,215	–	–	0.51%	54
2019 Q2	$542K	Sell	10,215 -1,850	-15%	-$97.2K	0.58%	49
2019 Q1	$629K	Sell	12,065 -100	-0.8%	-$5.14K	0.69%	43
2018 Q4	$621K	Sell	12,165 -520	-4%	-$26.2K	0.79%	40
2018 Q3	$641K	Sell	12,685 -500	-4%	-$25.4K	0.7%	41
2018 Q2	$672K	Buy	13,185 +100	+0.8%	+$5.08K	0.78%	38
2018 Q1	$665K	Buy	13,085 +200	+2%	+$10.2K	0.81%	38
2017 Q4	$666K	Buy	+12,885	New	+$665K	0.83%	35