BFA
Beaumont Financial Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.97M | Buy |
40,249
+1,406
| +4% | +$68.9K | 0.14% | 91 |
|
|
2025
Q1 | $1.93M | Sell |
38,843
-3,034
| -7% | -$151K | 0.15% | 91 |
|
|
2024
Q4 | $2.1M | Sell |
41,877
-480
| -1% | -$24.1K | 0.16% | 88 |
|
|
2024
Q3 | $2.17M | Buy |
42,357
+80
| +0.2% | +$4.09K | 0.17% | 84 |
|
|
2024
Q2 | $2.12M | Hold |
42,277
| – | – | 0.17% | 88 |
|
|
2024
Q1 | $2.14M | Sell |
42,277
-29,712
| -41% | -$1.5M | 0.18% | 79 |
|
|
2023
Q4 | $3.68M | Buy |
71,989
+35,441
| +97% | +$1.81M | 0.34% | 56 |
|
|
2023
Q3 | $1.76M | Sell |
36,548
-1,610
| -4% | -$77.4K | 0.18% | 83 |
|
|
2023
Q2 | $1.92M | Sell |
38,158
-3,693
| -9% | -$185K | 0.18% | 87 |
|
|
2023
Q1 | $2.12M | Sell |
41,851
-14,294
| -25% | -$724K | 0.21% | 62 |
|
|
2022
Q4 | $2.78M | Sell |
56,145
-186,376
| -77% | -$9.22M | 0.28% | 50 |
|
|
2022
Q3 | $11.7M | Buy |
242,521
+12,440
| +5% | +$599K | 1.12% | 24 |
|
|
2022
Q2 | $11.5M | Buy |
230,081
+225,807
| +5,283% | +$11.3M | 1.03% | 28 |
|
|
2022
Q1 | $220K | Buy |
+4,274
| New | +$220K | 0.02% | 337 |
|