Vantage Financial Partners (Wisconsin)’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
2024
Q2
Sell
-8,087
Closed -$409K 159
2024
Q1
$409K Buy
8,087
+42
+0.5% +$2.13K 0.11% 90
2023
Q4
$411K Buy
+8,045
New +$411K 0.12% 80