Acima Private Wealth’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
2026 Q2	$2.76M	Buy	54,499 +2,051	+4%	+$103K	0.8%	26
2026 Q1	$2.62M	Buy	52,448 +994	+2%	+$50.2K	0.82%	26
2025 Q4	$2.59M	Hold	51,454	–	–	0.8%	26
2025 Q3	$2.58M	Buy	51,454 +1,024	+2%	+$50.3K	0.81%	27
2025 Q2	$2.47M	Buy	50,430 +513	+1%	+$25.1K	0.84%	27
2025 Q1	$2.48M	Sell	49,917 -3,218	-6%	-$161K	0.89%	27
2024 Q4	$2.66M	Buy	53,135 +7,374	+16%	+$373K	0.9%	26
2024 Q3	$2.34M	Buy	45,761 +5,023	+12%	+$255K	0.78%	33
2024 Q2	$2.04M	Hold	40,738	–	–	0.75%	29
2024 Q1	$2.06M	Buy	40,738 +2,169	+6%	+$110K	0.76%	30
2023 Q4	$1.97M	Buy	38,569 +4,364	+13%	+$214K	0.77%	30
2023 Q3	$1.65M	Hold	34,205	–	–	0.73%	34
2023 Q2	$1.72M	Buy	34,205 +1,080	+3%	+$54.3K	0.82%	33
2023 Q1	$1.68M	Buy	33,125 +11,347	+52%	+$570K	0.82%	34
2022 Q4	$1.08M	Buy	21,778 +20,229	+1,306%	+$989K	0.55%	47
2022 Q3	$74.6K	Hold	1,549	–	–	0.04%	145
2022 Q2	$77.3K	Hold	1,549	–	–	0.04%	147
2022 Q1	$80K	Hold	1,549	–	–	0.04%	152
2021 Q4	$85K	Hold	1,549	–	–	0.04%	154
2021 Q3	$85K	Hold	1,549	–	–	0.04%	149
2021 Q2	$86K	Hold	1,549	–	–	0.04%	147
2021 Q1	$85K	Hold	1,549	–	–	0.04%	147
2020 Q4	$85K	Sell	1,549 -643	-29%	-$35.1K	0.04%	144
2020 Q3	$119K	Hold	2,192	–	–	0.07%	130
2020 Q2	$119K	Buy	+2,192	New	+$117K	0.08%	138