TriaGen 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Sell |
23,096
-205
| -0.9% | -$10.1K | 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% | +$89.9K | 0.45% | 58 |
|
|
2024
Q1 | $1.09M | Buy |
21,506
+394
| +2% | +$19.9K | 0.45% | 59 |
|
|
2023
Q4 | $1.08M | Buy |
21,112
+206
| +1% | +$10.5K | 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% | +$356K | 0.51% | 60 |
|
|
2022
Q4 | $638K | Buy |
12,884
+1,450
| +13% | +$71.8K | 0.35% | 77 |
|
|
2022
Q3 | $550K | Buy |
+11,434
| New | +$550K | 0.3% | 81 |
|