Aviance Capital 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 | $1.32M | Buy |
26,930
+3,060
| +13% | +$150K | 0.17% | 130 |
|
2025
Q1 | $1.18M | Buy |
23,870
+1,159
| +5% | +$57.5K | 0.17% | 131 |
|
2024
Q4 | $1.14M | Sell |
22,711
-520
| -2% | -$26.1K | 0.16% | 131 |
|
2024
Q3 | $1.19M | Sell |
23,231
-125
| -0.5% | -$6.39K | 0.16% | 145 |
|
2024
Q2 | $1.17M | Buy |
23,356
+2,050
| +10% | +$103K | 0.17% | 131 |
|
2024
Q1 | $1.08M | Sell |
21,306
-1,228
| -5% | -$62.1K | 0.16% | 138 |
|
2023
Q4 | $1.15M | Sell |
22,534
-2,123
| -9% | -$108K | 0.25% | 106 |
|
2023
Q3 | $1.19M | Buy |
24,657
+1,172
| +5% | +$56.4K | 0.27% | 105 |
|
2023
Q2 | $1.18M | Buy |
23,485
+1,604
| +7% | +$80.6K | 0.25% | 114 |
|
2023
Q1 | $1.11M | Buy |
21,881
+13
| +0.1% | +$659 | 0.25% | 114 |
|
2022
Q4 | $1.08M | Sell |
21,868
-1,824
| -8% | -$90.3K | 0.25% | 114 |
|
2022
Q3 | $1.14M | Sell |
23,692
-45
| -0.2% | -$2.17K | 0.28% | 102 |
|
2022
Q2 | $1.19M | Sell |
23,737
-2,985
| -11% | -$149K | 0.26% | 114 |
|
2022
Q1 | $1.38M | Buy |
26,722
+4,866
| +22% | +$251K | 0.25% | 116 |
|
2021
Q4 | $1.2M | Buy |
21,856
+1,595
| +8% | +$87.6K | 0.2% | 125 |
|
2021
Q3 | $1.11M | Buy |
+20,261
| New | +$1.11M | 0.2% | 137 |
|