Alliance Wealth Advisors (Pennsylvania)’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 | $1.23M | Sell |
25,000
-3,000
| -11% | -$147K | 0.63% | 25 |
|
|
2025
Q1 | $1.39M | Hold |
28,000
| – | – | 0.79% | 22 |
|
|
2024
Q4 | $1.4M | Hold |
28,000
| – | – | 0.78% | 22 |
|
|
2024
Q3 | $1.43M | Hold |
28,000
| – | – | 0.82% | 26 |
|
|
2024
Q2 | $1.4M | Hold |
28,000
| – | – | 0.88% | 22 |
|
|
2024
Q1 | $1.42M | Buy |
28,000
+9,500
| +51% | +$481K | 0.89% | 24 |
|
|
2023
Q4 | $944K | Hold |
18,500
| – | – | 0.62% | 32 |
|
|
2023
Q3 | $890K | Hold |
18,500
| – | – | 0.64% | 33 |
|
|
2023
Q2 | $929K | Hold |
18,500
| – | – | 0.66% | 32 |
|
|
2023
Q1 | $937K | Hold |
18,500
| – | – | 0.7% | 30 |
|
|
2022
Q4 | $916K | Buy |
+18,500
| New | +$916K | 0.76% | 31 |
|