Allegiance Financial Group Advisory Services’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 | $740K | Buy |
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|
2025
Q2 | $688K | Buy |
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|
2025
Q1 | $694K | Buy |
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|
2024
Q4 | $696K | Buy |
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|
2024
Q3 | $700K | Sell |
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|
2024
Q2 | $796K | Buy |
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|
2024
Q1 | $791K | Sell |
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|
2023
Q4 | $807K | Buy |
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|
2023
Q3 | $754K | Buy |
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|
2023
Q2 | $785K | Buy |
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|
2023
Q1 | $740K | Buy |
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|
2022
Q4 | $717K | Buy |
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