Werba Rubin Papier Wealth 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 Q1	–	Sell	-4,539	Closed	-$228K	–	208
2024 Q4	$228K	Buy	4,539 +12	+0.3%	+$602	0.05%	163
2024 Q3	$231K	Sell	4,527 -462	-9%	-$23.6K	0.05%	158
2024 Q2	$250K	Sell	4,989 -178	-3%	-$8.92K	0.07%	133
2024 Q1	$261K	Buy	+5,167	New	+$261K	0.08%	117