Avior Wealth Management’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
Q1 | – | Sell |
-2,448
| Closed | -$123K | – | 2306 |
|
|
2024
Q4 | $123K | Buy |
+2,448
| New | +$123K | ﹤0.01% | 838 |
|
|
2024
Q3 | – | Sell |
-2,792
| Closed | -$140K | – | 2422 |
|
|
2024
Q2 | $140K | Sell |
2,792
-1,583
| -36% | -$79.3K | 0.01% | 769 |
|
|
2024
Q1 | $221K | Buy |
+4,375
| New | +$221K | 0.01% | 683 |
|
|
2023
Q2 | – | Sell |
-190
| Closed | -$9.63K | – | 1686 |
|
|
2023
Q1 | $9.63K | Buy |
+190
| New | +$9.63K | ﹤0.01% | 1058 |
|
|
2022
Q4 | – | Sell |
-178
| Closed | -$8K | – | 1340 |
|
|
2022
Q3 | $8K | Sell |
178
-169
| -49% | -$7.6K | ﹤0.01% | 884 |
|
|
2022
Q2 | $17K | Hold |
347
| – | – | ﹤0.01% | 698 |
|
|
2022
Q1 | $17K | Buy |
347
+1
| +0.3% | +$49 | ﹤0.01% | 747 |
|
|
2021
Q4 | $19K | Buy |
346
+176
| +104% | +$9.67K | ﹤0.01% | 721 |
|
|
2021
Q3 | $9K | Hold |
170
| – | – | ﹤0.01% | 784 |
|
|
2021
Q2 | $9K | Hold |
170
| – | – | ﹤0.01% | 768 |
|
|
2021
Q1 | $9K | Buy |
+170
| New | +$9K | ﹤0.01% | 780 |
|