Waverly Advisors’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 | $30.6M | Sell |
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|
2025
Q1 | $33.3M | Sell |
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|
2024
Q4 | $33.8M | Buy |
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|
2024
Q3 | $2.92M | Buy |
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|
2024
Q2 | $2.76M | Buy |
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|
2024
Q1 | $1.36M | Buy |
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|
2023
Q4 | $210K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $205K | Sell |
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|
2023
Q1 | $229K | Sell |
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|
2022
Q4 | $224K | Hold |
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|
2022
Q3 | $218K | Buy |
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