Avantax Planning Partners’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 | $8.23M | Sell |
167,859
-4,793
| -3% | -$235K | 0.26% | 66 |
|
|
2025
Q1 | $8.57M | Sell |
172,652
-6,277
| -4% | -$311K | 0.3% | 59 |
|
|
2024
Q4 | $8.97M | Sell |
178,929
-3,355
| -2% | -$168K | 0.32% | 49 |
|
|
2024
Q3 | $9.32M | Sell |
182,284
-13,240
| -7% | -$677K | 0.33% | 46 |
|
|
2024
Q2 | $9.8M | Sell |
195,524
-15,110
| -7% | -$757K | 0.31% | 57 |
|
|
2024
Q1 | $10.7M | Buy |
210,634
+150,647
| +251% | +$7.62M | 0.35% | 51 |
|
|
2023
Q4 | $3.06M | Buy |
59,987
+1,707
| +3% | +$87.1K | 0.12% | 87 |
|
|
2023
Q3 | $2.8M | Hold |
58,280
| – | – | 0.12% | 89 |
|
|
2023
Q2 | $2.93M | Sell |
58,280
-147
| -0.3% | -$7.38K | 0.12% | 87 |
|
|
2023
Q1 | $2.96M | Sell |
58,427
-2,797
| -5% | -$142K | 0.12% | 85 |
|
|
2022
Q4 | $3.03M | Buy |
61,224
+31,538
| +106% | +$1.56M | 0.12% | 83 |
|
|
2022
Q3 | $1.43M | Buy |
29,686
+9,544
| +47% | +$459K | 0.06% | 116 |
|
|
2022
Q2 | $1.01M | Buy |
20,142
+15,087
| +298% | +$753K | 0.04% | 156 |
|
|
2022
Q1 | $261K | Hold |
5,055
| – | – | 0.01% | 303 |
|
|
2021
Q4 | $278K | Hold |
5,055
| – | – | 0.01% | 288 |
|
|
2021
Q3 | $277K | Hold |
5,055
| – | – | 0.01% | 267 |
|
|
2021
Q2 | $280K | Sell |
5,055
-1,346
| -21% | -$74.6K | 0.01% | 263 |
|
|
2021
Q1 | $350K | Buy |
6,401
+1,346
| +27% | +$73.6K | 0.02% | 221 |
|
|
2020
Q4 | $279K | Sell |
5,055
-557
| -10% | -$30.7K | 0.01% | 237 |
|
|
2020
Q3 | $306K | Hold |
5,612
| – | – | 0.02% | 225 |
|
|
2020
Q2 | $304K | Hold |
5,612
| – | – | 0.02% | 213 |
|
|
2020
Q1 | $297K | Sell |
5,612
-279
| -5% | -$14.8K | 0.02% | 203 |
|
|
2019
Q4 | $315K | Buy |
+5,891
| New | +$315K | 0.02% | 227 |
|