Wheelhouse Advisory Group’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 | $1.86M | Sell |
38,023
-2,058
| -5% | -$101K | 0.92% | 14 |
|
|
2025
Q1 | $1.99M | Buy |
40,081
+3,480
| +10% | +$173K | 1.14% | 14 |
|
|
2024
Q4 | $1.83M | Sell |
36,601
-3,337
| -8% | -$167K | 1.09% | 14 |
|
|
2024
Q3 | $2.04M | Buy |
39,938
+644
| +2% | +$32.9K | 1.31% | 13 |
|
|
2024
Q2 | $1.97M | Buy |
39,294
+6,628
| +20% | +$332K | 1.39% | 12 |
|
|
2024
Q1 | $1.65M | Sell |
32,666
-110
| -0.3% | -$5.57K | 1.27% | 12 |
|
|
2023
Q4 | $1.67M | Buy |
+32,776
| New | +$1.67M | 1.46% | 12 |
|