ABLE Financial 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 | $1.61M | Sell |
32,849
-281,828
| -90% | -$13.8M | 0.39% | 56 |
|
|
2025
Q1 | $15.6M | Buy |
314,677
+13,710
| +5% | +$680K | 4.38% | 4 |
|
|
2024
Q4 | $15.1M | Buy |
300,967
+32,923
| +12% | +$1.65M | 4.46% | 3 |
|
|
2024
Q3 | $13.7M | Buy |
268,044
+92,438
| +53% | +$4.73M | 4.23% | 4 |
|
|
2024
Q2 | $8.8M | Buy |
175,606
+11,343
| +7% | +$568K | 3.18% | 8 |
|
|
2024
Q1 | $8.31M | Buy |
164,263
+16,874
| +11% | +$854K | 3.26% | 6 |
|
|
2023
Q4 | $7.52M | Sell |
147,389
-13,396
| -8% | -$684K | 3.25% | 6 |
|
|
2023
Q3 | $7.73M | Buy |
160,785
+41,230
| +34% | +$1.98M | 3.86% | 4 |
|
|
2023
Q2 | $6M | Buy |
119,555
+43,376
| +57% | +$2.18M | 3.11% | 8 |
|
|
2023
Q1 | $3.86M | Buy |
+76,179
| New | +$3.86M | 2.52% | 12 |
|