Whalen 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
Q2
$271K Buy
5,525
+129
+2% +$6.33K 0.17% 151
2025
Q1
$268K Buy
5,396
+451
+9% +$22.4K 0.18% 108
2024
Q4
$248K Buy
+4,945
New +$248K 0.17% 116