Advisornet Financial’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 | $653K | Sell |
13,313
-2,175
| -14% | -$107K | 0.04% | 320 |
|
|
2025
Q1 | $769K | Sell |
15,488
-31,400
| -67% | -$1.56M | 0.06% | 265 |
|
|
2024
Q4 | $2.35M | Sell |
46,888
-3,212
| -6% | -$161K | 0.2% | 110 |
|
|
2024
Q3 | $2.56M | Buy |
50,100
+31,356
| +167% | +$1.6M | 0.19% | 120 |
|
|
2024
Q2 | $939K | Buy |
18,744
+22
| +0.1% | +$1.1K | 0.09% | 212 |
|
|
2024
Q1 | $947K | Hold |
18,722
| – | – | 0.09% | 210 |
|
|
2023
Q4 | $956K | Sell |
18,722
-3,418
| -15% | -$174K | 0.09% | 224 |
|
|
2023
Q3 | $1.06M | Sell |
22,140
-434
| -2% | -$20.9K | 0.1% | 203 |
|
|
2023
Q2 | $1.13M | Sell |
22,574
-5,673
| -20% | -$285K | 0.1% | 201 |
|
|
2023
Q1 | $1.43M | Buy |
28,247
+1,037
| +4% | +$52.5K | 0.13% | 161 |
|
|
2022
Q4 | $1.35M | Buy |
27,210
+1,496
| +6% | +$74K | 0.13% | 166 |
|
|
2022
Q3 | $1.24M | Sell |
25,714
-723
| -3% | -$34.8K | 0.12% | 179 |
|
|
2022
Q2 | $1.32M | Sell |
26,437
-108,532
| -80% | -$5.42M | 0.13% | 176 |
|
|
2022
Q1 | $6.96M | Buy |
134,969
+4,551
| +3% | +$235K | 0.43% | 47 |
|
|
2021
Q4 | $7.16M | Buy |
130,418
+20,666
| +19% | +$1.13M | 0.44% | 52 |
|
|
2021
Q3 | $6.01M | Buy |
109,752
+3,079
| +3% | +$169K | 0.42% | 52 |
|
|
2021
Q2 | $5.9M | Buy |
106,673
+3,511
| +3% | +$194K | 0.39% | 60 |
|
|
2021
Q1 | $5.64M | Sell |
103,162
-14,250
| -12% | -$779K | 0.4% | 58 |
|
|
2020
Q4 | $6.48M | Buy |
117,412
+3,836
| +3% | +$212K | 0.52% | 38 |
|
|
2020
Q3 | $6.18M | Buy |
113,576
+284
| +0.3% | +$15.5K | 0.53% | 36 |
|
|
2020
Q2 | $6.13M | Sell |
113,292
-30,697
| -21% | -$1.66M | 0.49% | 44 |
|
|
2020
Q1 | $7.62M | Buy |
143,989
+8,405
| +6% | +$445K | 0.7% | 27 |
|
|
2019
Q4 | $7.26M | Buy |
135,584
+17,631
| +15% | +$944K | 0.62% | 30 |
|
|
2019
Q3 | $6.33M | Buy |
117,953
+3,003
| +3% | +$161K | 0.58% | 29 |
|
|
2019
Q2 | $6.1M | Buy |
114,950
+2,287
| +2% | +$121K | 0.67% | 25 |
|
|
2019
Q1 | $5.88M | Sell |
112,663
-462
| -0.4% | -$24.1K | 0.72% | 22 |
|
|
2018
Q4 | $5.78M | Sell |
113,125
-27,869
| -20% | -$1.42M | 0.8% | 21 |
|
|
2018
Q3 | $7.12M | Sell |
140,994
-5,458
| -4% | -$276K | 0.9% | 18 |
|
|
2018
Q2 | $7.47M | Buy |
146,452
+13,499
| +10% | +$688K | 1.01% | 15 |
|
|
2018
Q1 | $6.76M | Buy |
132,953
+25,930
| +24% | +$1.32M | 0.93% | 17 |
|
|
2017
Q4 | $5.53M | Buy |
+107,023
| New | +$5.53M | 0.84% | 20 |
|