Wealth Group’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 | – | Sell |
-8,859
| Closed | -$440K | – | 157 |
|
|
2025
Q1 | $440K | Buy |
8,859
+348
| +4% | +$17.3K | 0.29% | 78 |
|
|
2024
Q4 | $427K | Sell |
8,511
-2
| -0% | -$100 | 0.28% | 86 |
|
|
2024
Q3 | $435K | Sell |
8,513
-84
| -1% | -$4.29K | 0.29% | 83 |
|
|
2024
Q2 | $431K | Sell |
8,597
-496
| -5% | -$24.9K | 0.31% | 79 |
|
|
2024
Q1 | $460K | Buy |
+9,093
| New | +$460K | 0.35% | 71 |
|