AC
Apella Capital’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.9M | Buy |
365,872
+28,032
| +8% | +$1.37M | 0.49% | 47 |
|
|
2025
Q1 | $16.4M | Buy |
337,840
+37,789
| +13% | +$1.83M | 0.56% | 40 |
|
|
2024
Q4 | $15M | Sell |
300,051
-1,593
| -0.5% | -$79.9K | 0.58% | 38 |
|
|
2024
Q3 | $15.4M | Buy |
301,644
+7,665
| +3% | +$392K | 0.63% | 34 |
|
|
2024
Q2 | $14.8M | Sell |
293,979
-5,823
| -2% | -$293K | 0.66% | 34 |
|
|
2024
Q1 | $15M | Sell |
299,802
-4,073
| -1% | -$204K | 0.76% | 31 |
|
|
2023
Q4 | $15.5M | Buy |
303,875
+92,132
| +44% | +$4.69M | 0.86% | 31 |
|
|
2023
Q3 | $10.2M | Buy |
211,743
+5,058
| +2% | +$243K | 0.72% | 36 |
|
|
2023
Q2 | $10.4M | Buy |
+206,685
| New | +$10.4M | 0.74% | 35 |
|
|
2022
Q4 | $8.5M | Buy |
171,742
+77,350
| +82% | +$3.83M | 0.77% | 33 |
|
|
2022
Q3 | $4.54M | Buy |
94,392
+11,362
| +14% | +$547K | 0.53% | 43 |
|
|
2022
Q2 | $4.15M | Sell |
83,030
-39,928
| -32% | -$1.99M | 0.49% | 43 |
|
|
2022
Q1 | $6.34M | Buy |
122,958
+35,349
| +40% | +$1.82M | 0.89% | 31 |
|
|
2021
Q4 | $4.81M | Buy |
87,609
+21,794
| +33% | +$1.2M | 0.61% | 36 |
|
|
2021
Q3 | $3.61M | Buy |
65,815
+54
| +0.1% | +$2.96K | 0.52% | 42 |
|
|
2021
Q2 | $3.64M | Buy |
65,761
+15,806
| +32% | +$874K | 0.6% | 41 |
|
|
2021
Q1 | $2.73M | Buy |
49,955
+4,073
| +9% | +$223K | 0.86% | 31 |
|
|
2020
Q4 | $2.53M | Buy |
45,882
+2,763
| +6% | +$152K | 0.89% | 27 |
|
|
2020
Q3 | $2.35M | Buy |
43,119
+562
| +1% | +$30.6K | 0.94% | 27 |
|
|
2020
Q2 | $2.3M | Buy |
42,557
+3,251
| +8% | +$176K | 1.07% | 25 |
|
|
2020
Q1 | $2.08M | Buy |
+39,306
| New | +$2.08M | 1.21% | 19 |
|