Apollon Wealth Management’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 | $3.7M | Sell |
75,468
-21,594
| -22% | -$1.06M | 0.07% | 233 |
|
|
2025
Q1 | $4.82M | Sell |
97,062
-3,178
| -3% | -$158K | 0.11% | 175 |
|
|
2024
Q4 | $5.03M | Sell |
100,240
-2,429
| -2% | -$122K | 0.12% | 159 |
|
|
2024
Q3 | $5.25M | Buy |
102,669
+1,366
| +1% | +$69.8K | 0.15% | 122 |
|
|
2024
Q2 | $5.08M | Sell |
101,303
-9,486
| -9% | -$475K | 0.15% | 118 |
|
|
2024
Q1 | $5.61M | Sell |
110,789
-57,922
| -34% | -$2.93M | 0.18% | 106 |
|
|
2023
Q4 | $8.61M | Sell |
168,711
-3,701
| -2% | -$189K | 0.3% | 64 |
|
|
2023
Q3 | $8.29M | Buy |
172,412
+12,140
| +8% | +$584K | 0.42% | 49 |
|
|
2023
Q2 | $8.05M | Buy |
160,272
+16,404
| +11% | +$824K | 0.39% | 51 |
|
|
2023
Q1 | $7.29M | Buy |
143,868
+22,413
| +18% | +$1.14M | 0.45% | 42 |
|
|
2022
Q4 | $6.01M | Buy |
121,455
+575
| +0.5% | +$28.5K | 0.43% | 42 |
|
|
2022
Q3 | $5.82M | Sell |
120,880
-5,786
| -5% | -$279K | 0.48% | 37 |
|
|
2022
Q2 | $6.32M | Buy |
126,666
+57,283
| +83% | +$2.86M | 0.53% | 32 |
|
|
2022
Q1 | $3.58M | Buy |
69,383
+8,065
| +13% | +$416K | 0.25% | 81 |
|
|
2021
Q4 | $3.37M | Buy |
61,318
+16,995
| +38% | +$933K | 0.25% | 84 |
|
|
2021
Q3 | $2.43M | Buy |
44,323
+15,939
| +56% | +$873K | 0.33% | 61 |
|
|
2021
Q2 | $1.57M | Sell |
28,384
-2,737
| -9% | -$151K | 0.28% | 66 |
|
|
2021
Q1 | $1.7M | Buy |
31,121
+22,684
| +269% | +$1.24M | 0.33% | 61 |
|
|
2020
Q4 | $466K | Sell |
8,437
-18,871
| -69% | -$1.04M | 0.13% | 123 |
|
|
2020
Q3 | $1.49M | Buy |
27,308
+1,880
| +7% | +$102K | 0.67% | 29 |
|
|
2020
Q2 | $1.38M | Buy |
25,428
+1,653
| +7% | +$89.5K | 0.76% | 26 |
|
|
2020
Q1 | $1.26M | Buy |
23,775
+1,785
| +8% | +$94.4K | 1.29% | 22 |
|
|
2019
Q4 | $1.19M | Buy |
21,990
+842
| +4% | +$45.4K | 1.05% | 24 |
|
|
2019
Q3 | $1.13M | Buy |
21,148
+17,915
| +554% | +$961K | 1.19% | 20 |
|
|
2019
Q2 | $172K | Buy |
+3,233
| New | +$172K | 0.2% | 49 |
|