B. Riley Wealth Advisors’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 | $558K | Buy |
+11,390
| New | +$558K | 0.03% | 484 |
|
|
2024
Q4 | $1.03M | Buy |
20,500
+2,016
| +11% | +$101K | 0.03% | 439 |
|
|
2024
Q3 | $945K | Sell |
18,484
-4,654
| -20% | -$238K | 0.03% | 515 |
|
|
2024
Q2 | $1.16M | Buy |
23,138
+6,587
| +40% | +$330K | 0.03% | 486 |
|
|
2024
Q1 | $796K | Buy |
16,551
+1,017
| +7% | +$48.9K | 0.02% | 598 |
|
|
2023
Q4 | $793K | Sell |
15,534
-1,017
| -6% | -$51.9K | 0.02% | 600 |
|
|
2023
Q3 | $796K | Sell |
16,551
-4,148
| -20% | -$200K | 0.02% | 598 |
|
|
2023
Q2 | $1.04M | Sell |
20,699
-4,551
| -18% | -$229K | 0.02% | 552 |
|
|
2023
Q1 | $1.28M | Buy |
25,250
+9,706
| +62% | +$492K | 0.03% | 467 |
|
|
2022
Q4 | $769K | Sell |
15,544
-782
| -5% | -$38.7K | 0.02% | 629 |
|
|
2022
Q3 | $786K | Buy |
16,326
+2,918
| +22% | +$140K | 0.02% | 580 |
|
|
2022
Q2 | $670K | Buy |
13,408
+2,390
| +22% | +$119K | 0.03% | 549 |
|
|
2022
Q1 | $568K | Buy |
11,018
+1,509
| +16% | +$77.8K | 0.02% | 687 |
|
|
2021
Q4 | $523K | Buy |
9,509
+581
| +7% | +$32K | 0.02% | 785 |
|
|
2021
Q3 | $489K | Buy |
8,928
+3,364
| +60% | +$184K | 0.02% | 795 |
|
|
2021
Q2 | $308K | Buy |
5,564
+173
| +3% | +$9.58K | 0.01% | 1011 |
|
|
2021
Q1 | $295K | Buy |
+5,391
| New | +$295K | 0.01% | 1010 |
|
|
2020
Q1 | – | Sell |
-11,423
| Closed | -$612K | – | 903 |
|
|
2019
Q4 | $612K | Buy |
11,423
+1,064
| +10% | +$57K | 0.05% | 356 |
|
|
2019
Q3 | $556K | Buy |
10,359
+3,634
| +54% | +$195K | 0.05% | 378 |
|
|
2019
Q2 | $357K | Buy |
6,725
+1,614
| +32% | +$85.7K | 0.04% | 496 |
|
|
2019
Q1 | $267K | Buy |
+5,111
| New | +$267K | 0.03% | 552 |
|
|
2018
Q4 | – | Sell |
-4,010
| Closed | -$203K | – | 740 |
|
|
2018
Q3 | $203K | Buy |
+4,010
| New | +$203K | 0.02% | 645 |
|