Almanack Investment Partners’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
Q1 | – | Sell |
-31,861
| Closed | -$1.6M | – | 201 |
|
|
2024
Q4 | $1.6M | Sell |
31,861
-133
| -0.4% | -$6.67K | 0.25% | 58 |
|
|
2024
Q3 | $1.64M | Sell |
31,994
-2,407
| -7% | -$123K | 0.26% | 55 |
|
|
2024
Q2 | $1.72M | Buy |
34,401
+530
| +2% | +$26.6K | 0.29% | 53 |
|
|
2024
Q1 | $1.71M | Buy |
33,871
+3,155
| +10% | +$160K | 0.29% | 54 |
|
|
2023
Q4 | $1.57M | Buy |
30,716
+5,247
| +21% | +$268K | 0.29% | 51 |
|
|
2023
Q3 | $1.23M | Buy |
25,469
+472
| +2% | +$22.7K | 0.24% | 49 |
|
|
2023
Q2 | $1.26M | Buy |
24,997
+4,080
| +20% | +$205K | 0.22% | 55 |
|
|
2023
Q1 | $1.06M | Sell |
20,917
-179
| -0.8% | -$9.07K | 0.21% | 57 |
|
|
2022
Q4 | $1.04M | Buy |
+21,096
| New | +$1.04M | 0.22% | 51 |
|
|
2022
Q3 | – | Sell |
-15,806
| Closed | -$789K | – | 959 |
|
|
2022
Q2 | $789K | Buy |
+15,806
| New | +$789K | 0.08% | 160 |
|
|
2020
Q1 | – | Sell |
-6,848
| Closed | -$367K | – | 306 |
|
|
2019
Q4 | $367K | Hold |
6,848
| – | – | 0.07% | 130 |
|
|
2019
Q3 | $367K | Hold |
6,848
| – | – | 0.07% | 140 |
|
|
2019
Q2 | $363K | Hold |
6,848
| – | – | 0.08% | 119 |
|
|
2019
Q1 | $357K | Hold |
6,848
| – | – | 0.1% | 92 |
|
|
2018
Q4 | $350K | Sell |
6,848
-3,248
| -32% | -$166K | 0.1% | 101 |
|
|
2018
Q3 | $504K | Buy |
+10,096
| New | +$504K | 0.13% | 83 |
|
|
2018
Q2 | – | Sell |
-10,096
| Closed | -$513K | – | 178 |
|
|
2018
Q1 | $513K | Hold |
10,096
| – | – | 0.2% | 42 |
|
|
2017
Q4 | $522K | Buy |
+10,096
| New | +$522K | 0.21% | 54 |
|