Ackerman Capital 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 | $50.1M | Sell |
1,021,172
-148,086
| -13% | -$7.26M | 11.63% | 2 |
|
|
2025
Q1 | $58M | Sell |
1,169,258
-49,484
| -4% | -$2.46M | 15.32% | 1 |
|
|
2024
Q4 | $61.1M | Buy |
1,218,742
+2,022
| +0.2% | +$101K | 16.02% | 1 |
|
|
2024
Q3 | $62.2M | Sell |
1,216,720
-8,543
| -0.7% | -$437K | 16.06% | 1 |
|
|
2024
Q2 | $61.4M | Buy |
1,225,263
+66,316
| +6% | +$3.32M | 16.28% | 1 |
|
|
2024
Q1 | $58.6M | Sell |
1,158,947
-1,336
| -0.1% | -$67.6K | 16.2% | 1 |
|
|
2023
Q4 | $59.2M | Buy |
1,160,283
+961,006
| +482% | +$49.1M | 16.6% | 1 |
|
|
2023
Q3 | $9.59M | Sell |
199,277
-28,083
| -12% | -$1.35M | 2.67% | 11 |
|
|
2023
Q2 | $11.4M | Buy |
227,360
+2,649
| +1% | +$133K | 2.96% | 9 |
|
|
2023
Q1 | $11.4M | Buy |
224,711
+102,838
| +84% | +$5.21M | 2.95% | 9 |
|
|
2022
Q4 | $6.03M | Sell |
121,873
-1,539,967
| -93% | -$76.2M | 1.62% | 16 |
|
|
2022
Q3 | $80M | Buy |
1,661,840
+173,793
| +12% | +$8.37M | 22.74% | 1 |
|
|
2022
Q2 | $74.3M | Buy |
1,488,047
+1,393,546
| +1,475% | +$69.6M | 20% | 1 |
|
|
2022
Q1 | $4.87M | Sell |
94,501
-1,339,471
| -93% | -$69.1M | 1.15% | 20 |
|
|
2021
Q4 | $78.7M | Sell |
1,433,972
-87,309
| -6% | -$4.79M | 18.07% | 1 |
|
|
2021
Q3 | $83.3M | Buy |
1,521,281
+78,239
| +5% | +$4.29M | 19.11% | 1 |
|
|
2021
Q2 | $79.8M | Buy |
1,443,042
+44,006
| +3% | +$2.43M | 18.68% | 1 |
|
|
2021
Q1 | $76.4M | Sell |
1,399,036
-17,429
| -1% | -$952K | 18.57% | 1 |
|
|
2020
Q4 | $78.2M | Buy |
1,416,465
+10,911
| +0.8% | +$602K | 19.87% | 1 |
|
|
2020
Q3 | $76.5M | Buy |
1,405,554
+122,061
| +10% | +$6.64M | 21.3% | 1 |
|
|
2020
Q2 | $69.5M | Buy |
1,283,493
+565,751
| +79% | +$30.6M | 20.83% | 1 |
|
|
2020
Q1 | $38M | Buy |
717,742
+654,244
| +1,030% | +$34.6M | 14.78% | 1 |
|
|
2019
Q4 | $3.4M | Buy |
+63,498
| New | +$3.4M | 1.01% | 19 |
|