TriaGen Wealth Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.15M	Hold	23,096	–	–	0.31%	75
2025 Q4	$1.16M	Hold	23,096	–	–	0.3%	74
2025 Q3	$1.16M	Hold	23,096	–	–	0.3%	82
2025 Q2	$1.13M	Sell	23,096 -205	-0.9%	-$10K	0.34%	71
2025 Q1	$1.16M	Hold	23,301	–	–	0.41%	63
2024 Q4	$1.17M	Hold	23,301	–	–	0.39%	64
2024 Q3	$1.19M	Hold	23,301	–	–	0.4%	65
2024 Q2	$1.17M	Buy	23,301 +1,795	+8%	+$89.8K	0.45%	58
2024 Q1	$1.09M	Buy	21,506 +394	+2%	+$20K	0.45%	59
2023 Q4	$1.08M	Buy	21,112 +206	+1%	+$10.1K	0.51%	55
2023 Q3	$1.01M	Hold	20,906	–	–	0.51%	59
2023 Q2	$1.05M	Buy	20,906 +994	+5%	+$49.9K	0.48%	66
2023 Q1	$1.01M	Buy	19,912 +7,028	+55%	+$353K	0.51%	60
2022 Q4	$638K	Buy	12,884 +1,450	+13%	+$70.9K	0.35%	77
2022 Q3	$550K	Buy	+11,434	New	+$572K	0.3%	81