B. Riley Wealth Advisors’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
Q3 | $520K | Sell |
|
|||||
|
2025
Q2 | $558K | Buy |
|
|||||
|
2024
Q4 | $1.03M | Buy |
|
|||||
|
2024
Q3 | $945K | Sell |
|
|||||
|
2024
Q2 | $1.16M | Buy |
|
|||||
|
2024
Q1 | $796K | Buy |
|
|||||
|
2023
Q4 | $793K | Sell |
|
|||||
|
2023
Q3 | $796K | Sell |
|
|||||
|
2023
Q2 | $1.04M | Sell |
|
|||||
|
2023
Q1 | $1.28M | Buy |
|
|||||
|
2022
Q4 | $769K | Sell |
|
|||||
|
2022
Q3 | $786K | Buy |
|
|||||
|
2022
Q2 | $670K | Buy |
|
|||||
|
2022
Q1 | $568K | Buy |
|
|||||
|
2021
Q4 | $523K | Buy |
|
|||||
|
2021
Q3 | $489K | Buy |
|
|||||
|
2021
Q2 | $308K | Buy |
|
|||||
|
2021
Q1 | $295K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $612K | Buy |
|
|||||
|
2019
Q3 | $556K | Buy |
|
|||||
|
2019
Q2 | $357K | Buy |
|
|||||
|
2019
Q1 | $267K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $203K | Buy |
|