SwitchPoint Financial Planning’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
$1.78M Sell
36,221
-1,546
-4% -$75.8K 1.46% 19
2025
Q1
$1.87M Buy
37,767
+9
+0% +$447 1.78% 14
2024
Q4
$1.89M Buy
+37,758
New +$1.89M 1.81% 15