Archvest Wealth 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
Q1 | – | Sell |
-5,450
| Closed | -$273K | – | 65 |
|
|
2024
Q4 | $273K | Hold |
5,450
| – | – | 0.2% | 51 |
|
|
2024
Q3 | $279K | Buy |
5,450
+1,000
| +22% | +$51.1K | 0.18% | 51 |
|
|
2024
Q2 | $222K | Hold |
4,450
| – | – | 0.15% | 57 |
|
|
2024
Q1 | $224K | Hold |
4,450
| – | – | 0.16% | 56 |
|
|
2023
Q4 | $227K | Hold |
4,450
| – | – | 0.17% | 50 |
|
|
2023
Q3 | $214K | Sell |
4,450
-150
| -3% | -$7.22K | 0.17% | 48 |
|
|
2023
Q2 | $231K | Sell |
4,600
-800
| -15% | -$40.2K | 0.19% | 45 |
|
|
2023
Q1 | $274K | Sell |
5,400
-89,741
| -94% | -$4.55M | 0.24% | 38 |
|
|
2022
Q4 | $3.71M | Buy |
95,141
+88,991
| +1,447% | +$3.47M | 3.67% | 8 |
|
|
2022
Q3 | $296K | Sell |
6,150
-200
| -3% | -$9.63K | 0.3% | 34 |
|
|
2022
Q2 | $317K | Sell |
6,350
-250
| -4% | -$12.5K | 0.32% | 28 |
|
|
2022
Q1 | $340K | Sell |
6,600
-100
| -1% | -$5.15K | 0.31% | 31 |
|
|
2021
Q4 | $368K | Buy |
+6,700
| New | +$368K | 0.32% | 31 |
|