Univest Financial’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	$3.8M	Buy	77,491 +14,200	+22%	+$696K	0.23%	82
2025 Q1	$3.14M	Sell	63,291 -47,311	-43%	-$2.35M	0.21%	85
2024 Q4	$5.54M	Buy	110,602 +50,851	+85%	+$2.55M	0.35%	57
2024 Q3	$3.05M	Buy	+59,751	New	+$3.05M	0.2%	89