BCGM Wealth Management’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 | $3.92M | Buy |
79,895
+20,339
| +34% | +$997K | 1.1% | 31 |
|
2025
Q1 | $2.96M | Buy |
59,556
+20,287
| +52% | +$1.01M | 0.91% | 35 |
|
2024
Q4 | $1.97M | Buy |
39,269
+10,477
| +36% | +$525K | 0.62% | 46 |
|
2024
Q3 | $1.47M | Buy |
28,792
+10,434
| +57% | +$533K | 0.48% | 54 |
|
2024
Q2 | $920K | Buy |
18,358
+5,205
| +40% | +$261K | 0.32% | 66 |
|
2024
Q1 | $666K | Hold |
13,153
| – | – | 0.24% | 76 |
|
2023
Q4 | $671K | Buy |
+13,153
| New | +$671K | 0.27% | 65 |
|