Baron Silver Stevens Financial 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 | $9.9M | Sell |
201,979
-84,909
| -30% | -$4.16M | 1.59% | 18 |
|
|
2025
Q1 | $14.2M | Sell |
286,888
-21,682
| -7% | -$1.08M | 2.49% | 14 |
|
|
2024
Q4 | $15.5M | Buy |
308,570
+2,178
| +0.7% | +$109K | 2.63% | 13 |
|
|
2024
Q3 | $15.7M | Buy |
306,392
+11,536
| +4% | +$590K | 2.73% | 13 |
|
|
2024
Q2 | $14.8M | Buy |
294,856
+20,353
| +7% | +$1.02M | 2.8% | 13 |
|
|
2024
Q1 | $13.9M | Buy |
274,503
+1,668
| +0.6% | +$84.4K | 2.68% | 14 |
|
|
2023
Q4 | $13.9M | Sell |
272,835
-43,808
| -14% | -$2.24M | 2.92% | 14 |
|
|
2023
Q3 | $15.2M | Sell |
316,643
-48,532
| -13% | -$2.33M | 3.45% | 10 |
|
|
2023
Q2 | $18.3M | Buy |
365,175
+17,518
| +5% | +$880K | 4.02% | 8 |
|
|
2023
Q1 | $17.6M | Sell |
347,657
-15,917
| -4% | -$806K | 4.59% | 6 |
|
|
2022
Q4 | $18M | Buy |
363,574
+121,511
| +50% | +$6.01M | 4.43% | 8 |
|
|
2022
Q3 | $8.53K | Buy |
242,063
+55,944
| +30% | +$1.97K | 2.32% | 15 |
|
|
2022
Q2 | $9.29M | Buy |
186,119
+92,894
| +100% | +$4.64M | 2.4% | 14 |
|
|
2022
Q1 | $4.81M | Sell |
93,225
-52,203
| -36% | -$2.69M | 1.13% | 21 |
|
|
2021
Q4 | $7.99M | Buy |
145,428
+34,516
| +31% | +$1.9M | 1.89% | 17 |
|
|
2021
Q3 | $6.07M | Buy |
110,912
+38,506
| +53% | +$2.11M | 1.62% | 18 |
|
|
2021
Q2 | $4M | Buy |
+72,406
| New | +$4M | 1.09% | 20 |
|
|
2021
Q1 | – | Sell |
-8,767
| Closed | -$483K | – | 467 |
|
|
2020
Q4 | $483K | Buy |
+8,767
| New | +$483K | 0.17% | 36 |
|