Sunesis Advisors’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 | $2.57M | Sell |
51,727
-201
| -0.4% | -$9.97K | 1.39% | 12 |
|
|
2024
Q4 | $2.6M | Sell |
51,928
-70
| -0.1% | -$3.51K | 1.58% | 10 |
|
|
2024
Q3 | $2.66M | Hold |
51,998
| – | – | 1.6% | 11 |
|
|
2024
Q2 | $2.61M | Hold |
51,998
| – | – | 1.55% | 15 |
|
|
2024
Q1 | $2.63M | Hold |
51,998
| – | – | 1.54% | 15 |
|
|
2023
Q4 | $2.65M | Buy |
+51,998
| New | +$2.65M | 1.62% | 13 |
|