180 Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $248K | Buy |
5,050
+150
| +3% | +$7.36K | 0.03% | 368 |
|
|
2025
Q1 | $243K | Sell |
4,900
-420
| -8% | -$20.9K | 0.04% | 350 |
|
|
2024
Q4 | $267K | Sell |
5,320
-160
| -3% | -$8.02K | 0.04% | 338 |
|
|
2024
Q3 | $280K | Sell |
5,480
-150
| -3% | -$7.67K | 0.04% | 345 |
|
|
2024
Q2 | $284K | Buy |
5,630
+310
| +6% | +$15.6K | 0.05% | 334 |
|
|
2024
Q1 | $269K | Sell |
5,320
-200
| -4% | -$10.1K | 0.05% | 317 |
|
|
2023
Q4 | $281K | Buy |
5,520
+790
| +17% | +$40.2K | 0.06% | 293 |
|
|
2023
Q3 | $228K | Buy |
4,730
+11
| +0.2% | +$529 | 0.05% | 306 |
|
|
2023
Q2 | $236K | Sell |
4,719
-46
| -1% | -$2.31K | 0.05% | 301 |
|
|
2023
Q1 | $241K | Sell |
4,765
-80
| -2% | -$4.05K | 0.06% | 302 |
|
|
2022
Q4 | $246K | Sell |
4,845
-415
| -8% | -$21.1K | 0.06% | 302 |
|
|
2022
Q3 | $253K | Sell |
5,260
-539
| -9% | -$25.9K | 0.07% | 276 |
|
|
2022
Q2 | $290K | Sell |
5,799
-236
| -4% | -$11.8K | 0.07% | 265 |
|
|
2022
Q1 | $304K | Sell |
6,035
-486
| -7% | -$24.5K | 0.07% | 276 |
|
|
2021
Q4 | $353K | Sell |
6,521
-120
| -2% | -$6.5K | 0.08% | 241 |
|
|
2021
Q3 | $363K | Sell |
6,641
-405
| -6% | -$22.1K | 0.08% | 242 |
|
|
2021
Q2 | $390K | Sell |
7,046
-841
| -11% | -$46.6K | 0.09% | 220 |
|
|
2021
Q1 | $434K | Sell |
7,887
-426
| -5% | -$23.4K | 0.11% | 188 |
|
|
2020
Q4 | $459K | Sell |
8,313
-392
| -5% | -$21.6K | 0.13% | 159 |
|
|
2020
Q3 | $471K | Sell |
8,705
-220
| -2% | -$11.9K | 0.18% | 119 |
|
|
2020
Q2 | $487K | Buy |
8,925
+1,588
| +22% | +$86.7K | 0.19% | 115 |
|
|
2020
Q1 | $379K | Sell |
7,337
-847
| -10% | -$43.8K | 0.2% | 129 |
|
|
2019
Q4 | $442K | Buy |
8,184
+1,963
| +32% | +$106K | 0.18% | 139 |
|
|
2019
Q3 | $334K | Buy |
6,221
+1,090
| +21% | +$58.5K | 0.15% | 174 |
|
|
2019
Q2 | $274K | Sell |
5,131
-1,596
| -24% | -$85.2K | 0.12% | 195 |
|
|
2019
Q1 | $352K | Buy |
+6,727
| New | +$352K | 0.16% | 160 |
|