Apexium Financial’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 | $1.44M | Buy |
29,270
+2,715
| +10% | +$133K | 0.08% | 102 |
|
|
2025
Q1 | $1.32M | Buy |
26,555
+198
| +0.8% | +$9.83K | 0.08% | 105 |
|
|
2024
Q4 | $1.32M | Buy |
26,357
+3,864
| +17% | +$194K | 0.08% | 90 |
|
|
2024
Q3 | $1.15M | Buy |
22,493
+8,422
| +60% | +$431K | 0.08% | 88 |
|
|
2024
Q2 | $705K | Buy |
14,071
+425
| +3% | +$21.3K | 0.05% | 110 |
|
|
2024
Q1 | $690K | Buy |
13,646
+422
| +3% | +$21.4K | 0.05% | 118 |
|
|
2023
Q4 | $675K | Buy |
13,224
+80
| +0.6% | +$4.08K | 0.05% | 151 |
|
|
2023
Q3 | $632K | Sell |
13,144
-1,237
| -9% | -$59.5K | 0.06% | 116 |
|
|
2023
Q2 | $722K | Hold |
14,381
| – | – | 0.06% | 109 |
|
|
2023
Q1 | $729K | Buy |
14,381
+988
| +7% | +$50.1K | 0.07% | 106 |
|
|
2022
Q4 | $663K | Buy |
+13,393
| New | +$663K | 0.07% | 104 |
|