Watershed Private Wealth’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 | $5.03M | Buy |
102,599
+17,779
| +21% | +$872K | 1.83% | 15 |
|
|
2025
Q1 | $4.21M | Buy |
84,820
+23,583
| +39% | +$1.17M | 1.68% | 16 |
|
|
2024
Q4 | $3.07M | Sell |
61,237
-9,579
| -14% | -$480K | 1.2% | 18 |
|
|
2024
Q3 | $3.62M | Buy |
70,816
+7,577
| +12% | +$387K | 1.44% | 16 |
|
|
2024
Q2 | $3.17M | Buy |
63,239
+17,990
| +40% | +$901K | 1.35% | 18 |
|
|
2024
Q1 | $2.29M | Buy |
45,249
+23,402
| +107% | +$1.18M | 1.01% | 24 |
|
|
2023
Q4 | $1.12M | Hold |
21,847
| – | – | 0.62% | 43 |
|
|
2023
Q3 | $1.05M | Buy |
21,847
+145
| +0.7% | +$6.98K | 0.65% | 44 |
|
|
2023
Q2 | $1.09M | Buy |
+21,702
| New | +$1.09M | 0.66% | 42 |
|