Agate Pass Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $442K | Buy |
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|
2025
Q2 | $432K | Sell |
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|
2025
Q1 | $460K | Sell |
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|
2024
Q4 | $575K | Sell |
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|
2024
Q3 | $659K | Buy |
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|
2024
Q2 | $584K | Buy |
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|
2024
Q1 | $571K | Buy |
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|
2023
Q4 | $545K | Buy |
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|
2023
Q3 | $402K | Buy |
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|
2023
Q2 | $419K | Sell |
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|
2023
Q1 | $463K | Buy |
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|
2022
Q4 | $444K | Sell |
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|
2022
Q3 | $774K | Sell |
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|
2022
Q2 | $2.62M | Sell |
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|
2022
Q1 | $3.21M | Buy |
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|
2021
Q4 | $2.69M | Buy |
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