Wells Financial Advisors’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 | $926K | Hold |
18,880
| – | – | 1.27% | 24 |
|
|
2025
Q1 | $937K | Hold |
18,880
| – | – | 1.29% | 25 |
|
|
2024
Q4 | $946K | Buy |
18,880
+12,880
| +215% | +$646K | 1.29% | 24 |
|
|
2024
Q3 | $307K | Hold |
6,000
| – | – | 0.41% | 32 |
|
|
2024
Q2 | $301K | Hold |
6,000
| – | – | 0.2% | 45 |
|
|
2024
Q1 | $304K | Buy |
+6,000
| New | +$304K | 0.21% | 37 |
|