Wrenne Financial Planning’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 | $4.52M | Buy |
92,151
+42,758
| +87% | +$2.1M | 2.11% | 13 |
|
|
2025
Q1 | $2.45M | Buy |
49,393
+2,098
| +4% | +$104K | 1.3% | 14 |
|
|
2024
Q4 | $2.37M | Buy |
47,295
+2,374
| +5% | +$119K | 1.35% | 15 |
|
|
2024
Q3 | $2.3M | Sell |
44,921
-731
| -2% | -$37.4K | 1.37% | 16 |
|
|
2024
Q2 | $2.29M | Sell |
45,652
-2,161
| -5% | -$108K | 1.58% | 16 |
|
|
2024
Q1 | $2.42M | Sell |
47,813
-3,909
| -8% | -$198K | 1.79% | 14 |
|
|
2023
Q4 | $2.64M | Buy |
+51,722
| New | +$2.64M | 2.25% | 15 |
|