Weatherly Asset Management’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 | $228K | Hold |
4,650
| – | – | 0.02% | 172 |
|
|
2025
Q1 | $231K | Hold |
4,650
| – | – | 0.02% | 169 |
|
|
2024
Q4 | $233K | Hold |
4,650
| – | – | 0.02% | 164 |
|
|
2024
Q3 | $238K | Hold |
4,650
| – | – | 0.02% | 165 |
|
|
2024
Q2 | $233K | Hold |
4,650
| – | – | 0.02% | 155 |
|
|
2024
Q1 | $235K | Hold |
4,650
| – | – | 0.02% | 162 |
|
|
2023
Q4 | $237K | Sell |
4,650
-3,600
| -44% | -$184K | 0.03% | 162 |
|
|
2023
Q3 | $397K | Buy |
+8,250
| New | +$397K | 0.05% | 135 |
|