Waldron Private Wealth’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
Q2 | $42.1M | Sell |
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|
2025
Q1 | $48.3M | Sell |
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|
2024
Q4 | $58.9M | Buy |
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|
2024
Q3 | $59.4M | Buy |
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|
2024
Q2 | $57.9M | Sell |
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|
2024
Q1 | $59.8M | Sell |
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|
2023
Q4 | $62.3M | Sell |
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|
2023
Q3 | $65.4M | Sell |
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|
2023
Q2 | $68.6M | Sell |
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|
2023
Q1 | $71.8M | Buy |
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|
2022
Q4 | $34.5M | Hold |
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|
2022
Q3 | $34.5M | Sell |
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|
2022
Q2 | $63.4M | Buy |
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