U.S. Capital Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $882K | Sell |
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|
2025
Q2 | $1.09M | Buy |
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|
2025
Q1 | $829K | Sell |
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|
2024
Q4 | $881K | Buy |
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|
2024
Q3 | $483K | Sell |
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|
2024
Q2 | $518K | Sell |
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|
2024
Q1 | $614K | Buy |
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|
2023
Q4 | $468K | Sell |
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|
2023
Q3 | $593K | Buy |
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|
2023
Q2 | $315K | Buy |
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|
2023
Q1 | $318K | Buy |
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|
2022
Q4 | $301K | Sell |
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|
2022
Q3 | $365K | Sell |
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|
2022
Q2 | $450K | Sell |
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|
2022
Q1 | $506K | Hold |
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|
2021
Q4 | $539K | Hold |
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|
2021
Q3 | $538K | Buy |
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