Synergy Financial Group’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
2023
Q1
Sell
-7,141
Closed -$353K 82
2022
Q4
$353K Buy
7,141
+318
+5% +$15.7K 0.7% 38
2022
Q3
$328K Buy
+6,823
New +$328K 0.49% 56