Ancora Advisors’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 | $329K | Buy |
6,720
+803
| +14% | +$39.4K | 0.01% | 612 |
|
2025
Q1 | $294K | Buy |
5,917
+926
| +19% | +$45.9K | 0.01% | 630 |
|
2024
Q4 | $250K | Buy |
4,991
+4,734
| +1,842% | +$237K | 0.01% | 652 |
|
2024
Q3 | $13.1K | Hold |
257
| – | – | ﹤0.01% | 1248 |
|
2024
Q2 | $12.9K | Sell |
257
-487
| -65% | -$24.4K | ﹤0.01% | 1215 |
|
2024
Q1 | $37.6K | Hold |
744
| – | – | ﹤0.01% | 1003 |
|
2023
Q4 | $38K | Sell |
744
-1,561
| -68% | -$79.7K | ﹤0.01% | 978 |
|
2023
Q3 | $111K | Hold |
2,305
| – | – | ﹤0.01% | 744 |
|
2023
Q2 | $116K | Buy |
2,305
+524
| +29% | +$26.3K | ﹤0.01% | 735 |
|
2023
Q1 | $90.2K | Hold |
1,781
| – | – | ﹤0.01% | 768 |
|
2022
Q4 | $88K | Hold |
1,781
| – | – | ﹤0.01% | 821 |
|
2022
Q3 | $86K | Hold |
1,781
| – | – | ﹤0.01% | 915 |
|
2022
Q2 | $89K | Sell |
1,781
-99
| -5% | -$4.95K | ﹤0.01% | 981 |
|
2022
Q1 | $97K | Buy |
1,880
+99
| +6% | +$5.11K | ﹤0.01% | 1035 |
|
2021
Q4 | $98K | Hold |
1,781
| – | – | ﹤0.01% | 1036 |
|
2021
Q3 | $98K | Hold |
1,781
| – | – | ﹤0.01% | 968 |
|
2021
Q2 | $98K | Sell |
1,781
-9,290
| -84% | -$511K | ﹤0.01% | 898 |
|
2021
Q1 | $605K | Sell |
11,071
-1,280
| -10% | -$69.9K | 0.02% | 470 |
|
2020
Q4 | $682K | Hold |
12,351
| – | – | 0.02% | 413 |
|
2020
Q3 | $672K | Hold |
12,351
| – | – | 0.03% | 374 |
|
2020
Q2 | $669K | Sell |
12,351
-1,500
| -11% | -$81.2K | 0.03% | 372 |
|
2020
Q1 | $733K | Buy |
13,851
+220
| +2% | +$11.6K | 0.03% | 362 |
|
2019
Q4 | $730K | Hold |
13,631
| – | – | 0.03% | 435 |
|
2019
Q3 | $731K | Sell |
13,631
-3,748
| -22% | -$201K | 0.03% | 384 |
|
2019
Q2 | $922K | Hold |
17,379
| – | – | 0.04% | 306 |
|
2019
Q1 | $906K | Hold |
17,379
| – | – | 0.04% | 319 |
|
2018
Q4 | $887K | Buy |
17,379
+7,379
| +74% | +$377K | 0.04% | 308 |
|
2018
Q3 | $505K | Hold |
10,000
| – | – | 0.02% | 479 |
|
2018
Q2 | $510K | Hold |
10,000
| – | – | 0.02% | 475 |
|
2018
Q1 | $508K | Hold |
10,000
| – | – | 0.02% | 464 |
|
2017
Q4 | $517K | Hold |
10,000
| – | – | 0.03% | 430 |
|
2017
Q3 | $517K | Hold |
10,000
| – | – | 0.03% | 452 |
|
2017
Q2 | $513K | Hold |
10,000
| – | – | 0.03% | 418 |
|
2017
Q1 | $506K | Hold |
10,000
| – | – | 0.03% | 410 |
|
2016
Q4 | $503K | Buy |
+10,000
| New | +$503K | 0.04% | 397 |
|