Atria Investments’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 | $4.14M | Sell |
84,506
-32,808
| -28% | -$1.61M | 0.05% | 435 |
|
|
2025
Q1 | $5.82M | Sell |
117,314
-74,334
| -39% | -$3.69M | 0.07% | 324 |
|
|
2024
Q4 | $9.61M | Sell |
191,648
-47,991
| -20% | -$2.41M | 0.12% | 193 |
|
|
2024
Q3 | $12.3M | Sell |
239,639
-104,936
| -30% | -$5.36M | 0.15% | 149 |
|
|
2024
Q2 | $17.3M | Buy |
344,575
+171,655
| +99% | +$8.6M | 0.22% | 85 |
|
|
2024
Q1 | $8.75M | Buy |
172,920
+15,775
| +10% | +$798K | 0.12% | 192 |
|
|
2023
Q4 | $8.02M | Buy |
157,145
+3,486
| +2% | +$178K | 0.12% | 199 |
|
|
2023
Q3 | $7.39M | Buy |
153,659
+3,460
| +2% | +$166K | 0.13% | 188 |
|
|
2023
Q2 | $7.54M | Sell |
150,199
-11,065
| -7% | -$556K | 0.14% | 173 |
|
|
2023
Q1 | $8.17M | Buy |
161,264
+18,821
| +13% | +$953K | 0.15% | 159 |
|
|
2022
Q4 | $7.05M | Buy |
142,443
+11,605
| +9% | +$574K | 0.14% | 179 |
|
|
2022
Q3 | $6.3M | Sell |
130,838
-10,715
| -8% | -$516K | 0.14% | 180 |
|
|
2022
Q2 | $7.07M | Buy |
141,553
+27,043
| +24% | +$1.35M | 0.15% | 170 |
|
|
2022
Q1 | $5.9M | Buy |
114,510
+9,979
| +10% | +$514K | 0.1% | 231 |
|
|
2021
Q4 | $5.74M | Buy |
104,531
+14,635
| +16% | +$804K | 0.1% | 248 |
|
|
2021
Q3 | $4.92M | Buy |
89,896
+6,493
| +8% | +$356K | 0.09% | 253 |
|
|
2021
Q2 | $4.61M | Sell |
83,403
-1,852
| -2% | -$102K | 0.09% | 254 |
|
|
2021
Q1 | $4.66M | Buy |
85,255
+11,501
| +16% | +$628K | 0.1% | 225 |
|
|
2020
Q4 | $4.07M | Buy |
73,754
+8,874
| +14% | +$490K | 0.1% | 234 |
|
|
2020
Q3 | $3.53M | Buy |
64,880
+8,853
| +16% | +$482K | 0.11% | 213 |
|
|
2020
Q2 | $3.03M | Buy |
+56,027
| New | +$3.03M | 0.1% | 234 |
|
|
2020
Q1 | – | Sell |
-57,738
| Closed | -$3.09M | – | 1183 |
|
|
2019
Q4 | $3.09M | Buy |
57,738
+459
| +0.8% | +$24.6K | 0.08% | 211 |
|
|
2019
Q3 | $3.07M | Sell |
57,279
-1,514
| -3% | -$81.2K | 0.11% | 163 |
|
|
2019
Q2 | $3.18M | Buy |
58,793
+10,155
| +21% | +$549K | 0.12% | 159 |
|
|
2019
Q1 | $2.54M | Buy |
48,638
+7,855
| +19% | +$410K | 0.11% | 182 |
|
|
2018
Q4 | $2.08M | Sell |
40,783
-29,379
| -42% | -$1.5M | 0.09% | 176 |
|
|
2018
Q3 | $3.54M | Buy |
70,162
+25,655
| +58% | +$1.3M | 0.14% | 126 |
|
|
2018
Q2 | $2.27M | Buy |
44,507
+21,154
| +91% | +$1.08M | 0.1% | 208 |
|
|
2018
Q1 | $1.19M | Buy |
23,353
+2,186
| +10% | +$111K | 0.06% | 316 |
|
|
2017
Q4 | $1.09M | Buy |
21,167
+3,806
| +22% | +$197K | 0.05% | 317 |
|
|
2017
Q3 | $897K | Buy |
+17,361
| New | +$897K | 0.05% | 334 |
|
|
2016
Q2 | – | Sell |
-24,326
| Closed | -$1.25M | – | 504 |
|
|
2016
Q1 | $1.25M | Buy |
24,326
+4,536
| +23% | +$233K | 0.14% | 112 |
|
|
2015
Q4 | $1.02M | Buy |
19,790
+4,700
| +31% | +$241K | 0.11% | 136 |
|
|
2015
Q3 | $758K | Buy |
+15,090
| New | +$758K | 0.1% | 142 |
|