Act Wealth Management’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 | $1.43M | Sell |
29,088
-412
| -1% | -$20.2K | 0.6% | 18 |
|
|
2025
Q1 | $1.46M | Buy |
29,500
+20,000
| +211% | +$992K | 0.66% | 16 |
|
|
2024
Q4 | $476K | Hold |
9,500
| – | – | 0.22% | 25 |
|
|
2024
Q3 | $486K | Buy |
+9,500
| New | +$486K | 0.22% | 25 |
|
|
2024
Q1 | – | Sell |
-4,100
| Closed | -$209K | – | 50 |
|
|
2023
Q4 | $209K | Buy |
+4,100
| New | +$209K | 0.11% | 38 |
|
|
2023
Q3 | – | Sell |
-4,400
| Closed | -$221K | – | 46 |
|
|
2023
Q2 | $221K | Hold |
4,400
| – | – | 0.12% | 37 |
|
|
2023
Q1 | $223K | Buy |
+4,400
| New | +$223K | 0.13% | 37 |
|