Bear Mountain Capital’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 | $956K | Hold |
19,713
| – | – | 0.34% | 30 |
|
2025
Q1 | $966K | Buy |
19,713
+18,216
| +1,217% | +$893K | 0.37% | 30 |
|
2024
Q4 | $74.7K | Sell |
1,497
-9,006
| -86% | -$450K | 0.03% | 51 |
|
2024
Q3 | $533K | Sell |
10,503
-1,493
| -12% | -$75.8K | 0.21% | 34 |
|
2024
Q2 | $606K | Hold |
11,996
| – | – | 0.25% | 32 |
|
2024
Q1 | $599K | Sell |
11,996
-432
| -3% | -$21.6K | 0.26% | 32 |
|
2023
Q4 | $632K | Buy |
+12,428
| New | +$632K | 0.27% | 33 |
|