Avidian Wealth Enterprises’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $52.3M | Sell |
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|
2025
Q1 | $54.5M | Buy |
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|
2024
Q4 | $53M | Buy |
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|
2024
Q3 | $53.8M | Buy |
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|
2024
Q2 | $50.5M | Buy |
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|
2024
Q1 | $50.2M | Buy |
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|
2023
Q4 | $31.5M | Buy |
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|
2023
Q3 | $28M | Buy |
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|
2023
Q2 | $26.8M | Sell |
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|
2023
Q1 | $31.4M | Buy |
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|
2022
Q4 | $26.8M | Sell |
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|
2022
Q3 | $29.1M | Buy |
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|
2022
Q2 | $11.1M | Sell |
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|
2022
Q1 | $27.4M | Buy |
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|
2021
Q4 | $27.3M | Sell |
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|
2021
Q3 | $31.5M | Sell |
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|
2021
Q2 | $32.5M | Sell |
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|
2021
Q1 | $33.1M | Buy |
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|
2020
Q4 | $23.5M | Buy |
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|
2020
Q3 | $13.3M | Buy |
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|
2020
Q2 | $10.1M | Buy |
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|
2020
Q1 | $8.95M | Buy |
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|
2019
Q4 | $8.66M | Buy |
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|
2019
Q3 | $7.85M | Buy |
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|
2019
Q2 | $6.99M | Buy |
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|
2019
Q1 | $3.94M | Buy |
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|
2018
Q4 | $752K | Buy |
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|
2018
Q3 | $309K | Sell |
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|
2018
Q2 | $353K | Sell |
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|
2018
Q1 | $355K | Sell |
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|
2017
Q4 | $444 | Buy |
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|
2017
Q3 | $300K | Buy |
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|
2017
Q2 | $298K | Hold |
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|
2017
Q1 | $294K | Buy |
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