Wipfli Financial 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
2022
Q3
$1.07M Buy
22,283
+15,320
+220% +$738K 0.08% 112
2022
Q2
$348K Buy
6,963
+456
+7% +$22.8K 0.04% 71
2022
Q1
$335K Buy
+6,507
New +$335K 0.03% 75