Whittier Trust’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$150K Sell
2025
Q2
$162K Hold
2025
Q1
$164K Hold
2024
Q4
$165K Sell
2024
Q3
$292K Buy
2024
Q2
$101K Sell
2024
Q1
$326K Sell
2023
Q4
$559K Sell
2023
Q3
$782K Hold
2023
Q2
$817K Hold
2023
Q1
$824K Sell
2022
Q4
$813K Sell
2022
Q3
$1.5M Sell
2022
Q2
$1.56M Buy