Avantax Advisory Services’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 | $5.01M | Sell |
102,130
-66,907
| -40% | -$3.28M | 0.03% | 450 |
|
|
2025
Q1 | $8.39M | Sell |
169,037
-15,479
| -8% | -$768K | 0.05% | 286 |
|
|
2024
Q4 | $9.25M | Buy |
184,516
+28,642
| +18% | +$1.44M | 0.06% | 248 |
|
|
2024
Q3 | $7.97M | Buy |
155,874
+61,557
| +65% | +$3.15M | 0.05% | 281 |
|
|
2024
Q2 | $4.73M | Buy |
94,317
+11,706
| +14% | +$587K | 0.03% | 389 |
|
|
2024
Q1 | $4.18M | Buy |
82,611
+7,289
| +10% | +$369K | 0.04% | 350 |
|
|
2023
Q4 | $3.85M | Buy |
75,322
+36,888
| +96% | +$1.88M | 0.04% | 328 |
|
|
2023
Q3 | $1.85M | Buy |
38,434
+24,296
| +172% | +$1.17M | 0.02% | 482 |
|
|
2023
Q2 | $710K | Sell |
14,138
-2,768
| -16% | -$139K | 0.01% | 805 |
|
|
2023
Q1 | $856K | Sell |
16,906
-8
| -0% | -$405 | 0.01% | 710 |
|
|
2022
Q4 | $837K | Sell |
16,914
-11,597
| -41% | -$574K | 0.01% | 689 |
|
|
2022
Q3 | $1.37M | Sell |
28,511
-11,782
| -29% | -$567K | 0.02% | 468 |
|
|
2022
Q2 | $2.01M | Buy |
40,293
+6,416
| +19% | +$320K | 0.03% | 378 |
|
|
2022
Q1 | $1.75M | Buy |
33,877
+6,259
| +23% | +$323K | 0.02% | 409 |
|
|
2021
Q4 | $1.52M | Sell |
27,618
-1,915
| -6% | -$105K | 0.02% | 414 |
|
|
2021
Q3 | $1.62M | Buy |
29,533
+2,737
| +10% | +$150K | 0.03% | 381 |
|
|
2021
Q2 | $1.48M | Buy |
26,796
+2,197
| +9% | +$122K | 0.03% | 394 |
|
|
2021
Q1 | $1.34M | Buy |
24,599
+6,986
| +40% | +$382K | 0.03% | 380 |
|
|
2020
Q4 | $972K | Sell |
17,613
-8,850
| -33% | -$488K | 0.02% | 393 |
|
|
2020
Q3 | $1.44M | Buy |
+26,463
| New | +$1.44M | 0.02% | 426 |
|