WealthShield Partners’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

WealthShield Partners’s Portfolio VTEB Stock Details VTEB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.44M	Buy	29,280 +1,973	+7%	+$96.7K	0.17%	138
2025 Q1	$1.35M	Buy	27,307 +6,596	+32%	+$327K	0.17%	135
2024 Q4	$1.04M	Sell	20,711 -8,996	-30%	-$451K	0.15%	148
2024 Q3	$1.52M	Sell	29,707 -57	-0.2%	-$2.91K	0.21%	118
2024 Q2	$1.49M	Sell	29,764 -435	-1%	-$21.8K	0.23%	115
2024 Q1	$1.53M	Sell	30,199 -2,472	-8%	-$125K	0.25%	115
2023 Q4	$1.67M	Buy	32,671 +12,048	+58%	+$615K	0.27%	103
2023 Q3	$992K	Sell	20,623 -19,879	-49%	-$956K	0.15%	150
2023 Q2	$2.03M	Sell	40,502 -838	-2%	-$42.1K	0.31%	82
2023 Q1	$2.09M	Buy	41,340 +8,126	+24%	+$412K	0.34%	76
2022 Q4	$1.64M	Buy	33,214 +17,413	+110%	+$862K	0.31%	90
2022 Q3	$761K	Sell	15,801 -13,171	-45%	-$634K	0.15%	155
2022 Q2	$1.45M	Buy	28,972 +639	+2%	+$31.9K	0.29%	86
2022 Q1	$1.46M	Sell	28,333 -70	-0.2%	-$3.61K	0.23%	105
2021 Q4	$1.56M	Buy	28,403 +16,899	+147%	+$928K	0.26%	82
2021 Q3	$630K	Sell	11,504 -15,965	-58%	-$874K	0.17%	121
2021 Q2	$1.52M	Buy	27,469 +7,897	+40%	+$437K	0.24%	78
2021 Q1	$1.07M	Sell	19,572 -12,862	-40%	-$703K	0.19%	95
2020 Q4	$1.79M	Buy	32,434 +20,444	+171%	+$1.13M	0.33%	69
2020 Q3	$653K	Buy	11,990 +954	+9%	+$52K	0.23%	100
2020 Q2	$597K	Sell	11,036 -323	-3%	-$17.5K	0.27%	85
2020 Q1	$601K	Hold	11,359	–	–	0.37%	66
2019 Q4	$608K	Hold	11,359	–	–	0.3%	74
2019 Q3	$609K	Sell	11,359 -186	-2%	-$9.97K	0.32%	68
2019 Q2	$613K	Sell	11,545 -2,409	-17%	-$128K	0.36%	57
2019 Q1	$728K	Hold	13,954	–	–	0.41%	54
2018 Q4	$712K	Sell	13,954 -5,471	-28%	-$279K	0.49%	42
2018 Q3	$981K	Sell	19,425 -6,975	-26%	-$352K	0.56%	36
2018 Q2	$1.35M	Sell	26,400 -2,000	-7%	-$102K	0.82%	23
2018 Q1	$1.44M	Buy	28,400 +1,550	+6%	+$78.8K	0.91%	23
2017 Q4	$1.39M	Buy	+26,850	New	+$1.39M	0.84%	26