American Financial & Tax Strategies’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 | $5.86M | Buy |
119,525
+8,608
| +8% | +$422K | 3.03% | 8 |
|
|
2025
Q1 | $5.5M | Buy |
110,917
+3,254
| +3% | +$161K | 2.96% | 8 |
|
|
2024
Q4 | $5.4M | Buy |
107,663
+2,914
| +3% | +$146K | 2.8% | 9 |
|
|
2024
Q3 | $5.35M | Buy |
104,749
+3,279
| +3% | +$168K | 2.72% | 10 |
|
|
2024
Q2 | $5.08M | Buy |
101,470
+18,742
| +23% | +$939K | 2.68% | 8 |
|
|
2024
Q1 | $4.19M | Buy |
82,728
+12,886
| +18% | +$652K | 2.25% | 13 |
|
|
2023
Q4 | $3.57M | Buy |
+69,842
| New | +$3.57M | 2.04% | 16 |
|