Triad Wealth Partners’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
$407K Buy
8,305
+3,421
+70% +$168K 0.08% 176
2025
Q1
$242K Buy
+4,884
New +$242K 0.08% 183
2024
Q3
Sell
-51
Closed -$2.56K 915
2024
Q2
$2.56K Buy
+51
New +$2.56K ﹤0.01% 719