Acima Private Wealth’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 | $2.47M | Buy |
50,430
+513
| +1% | +$25.2K | 0.84% | 27 |
|
|
2025
Q1 | $2.48M | Sell |
49,917
-3,218
| -6% | -$160K | 0.89% | 27 |
|
|
2024
Q4 | $2.66M | Buy |
53,135
+7,374
| +16% | +$370K | 0.9% | 26 |
|
|
2024
Q3 | $2.34M | Buy |
45,761
+5,023
| +12% | +$257K | 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% | +$223K | 0.77% | 30 |
|
|
2023
Q3 | $1.65M | Hold |
34,205
| – | – | 0.73% | 34 |
|
|
2023
Q2 | $1.72M | Buy |
34,205
+1,080
| +3% | +$54.2K | 0.82% | 33 |
|
|
2023
Q1 | $1.68M | Buy |
33,125
+11,347
| +52% | +$575K | 0.82% | 34 |
|
|
2022
Q4 | $1.08M | Buy |
21,778
+20,229
| +1,306% | +$1M | 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% | -$35.3K | 0.04% | 144 |
|
|
2020
Q3 | $119K | Hold |
2,192
| – | – | 0.07% | 130 |
|
|
2020
Q2 | $119K | Buy |
+2,192
| New | +$119K | 0.08% | 138 |
|