Wetzel Investment 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 | $862K | Sell |
17,579
-1,684
| -9% | -$82.6K | 0.39% | 42 |
|
|
2025
Q1 | $956K | Sell |
19,263
-27
| -0.1% | -$1.34K | 0.48% | 37 |
|
|
2024
Q4 | $967K | Sell |
19,290
-384
| -2% | -$19.3K | 0.48% | 39 |
|
|
2024
Q3 | $1.01M | Buy |
19,674
+3,202
| +19% | +$164K | 0.51% | 39 |
|
|
2024
Q2 | $833K | Hold |
16,472
| – | – | 0.48% | 40 |
|
|
2024
Q1 | $823K | Sell |
16,472
-176
| -1% | -$8.79K | 0.48% | 39 |
|
|
2023
Q4 | $850K | Buy |
+16,648
| New | +$850K | 0.52% | 37 |
|