Beacon Wealthcare LLC’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 | $6.97M | Buy |
142,151
+7,763
| +6% | +$381K | 2.63% | 7 |
|
|
2025
Q1 | $6.67M | Sell |
134,388
-3,569
| -3% | -$177K | 2.71% | 7 |
|
|
2024
Q4 | $6.92M | Buy |
137,957
+9,943
| +8% | +$498K | 2.81% | 7 |
|
|
2024
Q3 | $6.54M | Buy |
128,014
+15,039
| +13% | +$769K | 2.64% | 7 |
|
|
2024
Q2 | $5.66M | Buy |
112,975
+7,870
| +7% | +$394K | 2.47% | 7 |
|
|
2024
Q1 | $5.32M | Buy |
105,105
+5,210
| +5% | +$264K | 2.43% | 6 |
|
|
2023
Q4 | $5.1M | Buy |
99,895
+30,069
| +43% | +$1.54M | 2.45% | 6 |
|
|
2023
Q3 | $3.36M | Buy |
69,826
+13,819
| +25% | +$665K | 1.77% | 7 |
|
|
2023
Q2 | $2.81M | Buy |
56,007
+7,584
| +16% | +$381K | 1.43% | 8 |
|
|
2023
Q1 | $2.45M | Buy |
48,423
+6,352
| +15% | +$322K | 1.28% | 8 |
|
|
2022
Q4 | $2.08M | Buy |
+42,071
| New | +$2.08M | 1.17% | 8 |
|