Baron Silver Stevens Financial 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 | $9.22M | Sell |
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|
2025
Q2 | $9.9M | Sell |
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|
2025
Q1 | $14.2M | Sell |
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|
2024
Q4 | $15.5M | Buy |
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|
2024
Q3 | $15.7M | Buy |
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|
2024
Q2 | $14.8M | Buy |
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|
2024
Q1 | $13.9M | Buy |
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|
2023
Q4 | $13.9M | Sell |
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|
2023
Q3 | $15.2M | Sell |
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|
2023
Q2 | $18.3M | Buy |
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|
2023
Q1 | $17.6M | Sell |
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|
2022
Q4 | $18M | Buy |
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|
2022
Q3 | $8.53K | Buy |
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|
2022
Q2 | $9.29M | Buy |
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|
2022
Q1 | $4.8M | Sell |
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|
2021
Q4 | $7.99M | Buy |
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|
2021
Q3 | $6.07M | Buy |
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|
2021
Q2 | $4M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $483K | Buy |
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