Topel & Distasi 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
2022
Q3
Sell
-4,787
Closed -$239K 74
2022
Q2
$239K Hold
4,787
0.14% 64
2022
Q1
$247K Hold
4,787
0.1% 71
2021
Q4
$263K Buy
+4,787
New +$263K 0.11% 72