WealthShield Partners’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
Q3 | $1.41M | Sell |
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|
2025
Q2 | $1.44M | Buy |
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|
2025
Q1 | $1.35M | Buy |
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|
2024
Q4 | $1.04M | Sell |
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|
2024
Q3 | $1.52M | Sell |
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|
2024
Q2 | $1.49M | Sell |
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|
2024
Q1 | $1.53M | Sell |
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|
2023
Q4 | $1.67M | Buy |
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|
2023
Q3 | $992K | Sell |
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|
2023
Q2 | $2.03M | Sell |
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|
2023
Q1 | $2.09M | Buy |
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|
2022
Q4 | $1.64M | Buy |
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|
2022
Q3 | $761K | Sell |
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|
2022
Q2 | $1.45M | Buy |
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|
2022
Q1 | $1.46M | Sell |
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|
2021
Q4 | $1.56M | Buy |
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|
2021
Q3 | $630K | Sell |
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|
2021
Q2 | $1.52M | Buy |
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|
2021
Q1 | $1.07M | Sell |
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|
2020
Q4 | $1.79M | Buy |
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|
2020
Q3 | $653K | Buy |
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|
2020
Q2 | $597K | Sell |
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|
2020
Q1 | $601K | Hold |
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|
2019
Q4 | $608K | Hold |
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|
2019
Q3 | $609K | Sell |
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|
2019
Q2 | $613K | Sell |
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|
2019
Q1 | $728K | Hold |
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|
2018
Q4 | $712K | Sell |
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|
2018
Q3 | $981K | Sell |
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|
2018
Q2 | $1.35M | Sell |
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|
2018
Q1 | $1.44M | Buy |
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|
2017
Q4 | $1.39M | Buy |
|