VWA
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VSM Wealth Advisory’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

VSM Wealth Advisory’s Portfolio VTEB Stock Details VTEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$3.16M Sell
64,362
-18,237
-22% -$894K 1.04% 23
2025
Q1 		$4.1M Sell
82,599
-1,229
-1% -$61K 1.47% 18
2024
Q4 		$4.2M Buy
+83,828
New +$4.2M 1.5% 18