Verus 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
$2.32M Sell
47,250
-15,395
-25% -$755K 2.33% 13
2025
Q1
$3.11M Sell
62,645
-2,058
-3% -$102K 3.41% 10
2024
Q4
$3.24M Buy
+64,703
New +$3.24M 3.64% 10