Archford Capital 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 | $820K | Sell |
16,730
-114
| -0.7% | -$5.59K | 0.1% | 170 |
|
|
2025
Q1 | $836K | Sell |
16,844
-5,116
| -23% | -$254K | 0.12% | 163 |
|
|
2024
Q4 | $1.1M | Buy |
21,960
+3,999
| +22% | +$200K | 0.17% | 132 |
|
|
2024
Q3 | $909K | Sell |
17,961
-103
| -0.6% | -$5.21K | 0.14% | 136 |
|
|
2024
Q2 | $905K | Buy |
18,064
+320
| +2% | +$16K | 0.15% | 133 |
|
|
2024
Q1 | $898K | Sell |
17,744
-3,762
| -17% | -$190K | 0.15% | 133 |
|
|
2023
Q4 | $1.1M | Sell |
21,506
-1,826
| -8% | -$93.2K | 0.2% | 120 |
|
|
2023
Q3 | $1.12M | Buy |
23,332
+3,442
| +17% | +$166K | 0.22% | 110 |
|
|
2023
Q2 | $1M | Buy |
19,890
+1,284
| +7% | +$64.8K | 0.19% | 128 |
|
|
2023
Q1 | $947K | Buy |
18,606
+2,934
| +19% | +$149K | 0.2% | 124 |
|
|
2022
Q4 | $776K | Buy |
+15,672
| New | +$776K | 0.18% | 135 |
|