Balanced Rock Investment 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 | $586K | Sell |
11,956
-129,985
| -92% | -$6.37M | 0.46% | 44 |
|
|
2025
Q1 | $7.04M | Sell |
141,941
-3,672
| -3% | -$182K | 5.61% | 4 |
|
|
2024
Q4 | $7.3M | Buy |
145,613
+16,659
| +13% | +$835K | 5.78% | 4 |
|
|
2024
Q3 | $6.59M | Buy |
128,954
+1,445
| +1% | +$73.9K | 5.17% | 5 |
|
|
2024
Q2 | $6.39M | Sell |
127,509
-9,710
| -7% | -$487K | 5.37% | 5 |
|
|
2024
Q1 | $6.94M | Sell |
137,219
-23,317
| -15% | -$1.18M | 5.92% | 3 |
|
|
2023
Q4 | $8.2M | Buy |
+160,536
| New | +$8.2M | 7.28% | 2 |
|