BFC
Bedel Financial Consulting’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 | $31.7M | Sell |
646,226
-12,025
| -2% | -$590K | 4.32% | 3 |
|
|
2025
Q1 | $32.2M | Buy |
658,251
+18,686
| +3% | +$915K | 4.62% | 3 |
|
|
2024
Q4 | $32.2M | Buy |
639,565
+17,611
| +3% | +$887K | 4.47% | 3 |
|
|
2024
Q3 | $31.8M | Buy |
621,954
+3,648
| +0.6% | +$186K | 4.49% | 3 |
|
|
2024
Q2 | $31M | Sell |
618,306
-6,857
| -1% | -$344K | 4.54% | 3 |
|
|
2024
Q1 | $31.6M | Sell |
625,163
-1,040
| -0.2% | -$52.6K | 4.96% | 3 |
|
|
2023
Q4 | $32M | Buy |
626,203
+32,011
| +5% | +$1.63M | 5.86% | 2 |
|
|
2023
Q3 | $28.6M | Sell |
594,192
-10,436
| -2% | -$502K | 5.79% | 2 |
|
|
2023
Q2 | $30.4M | Sell |
604,628
-1,092
| -0.2% | -$54.8K | 6.34% | 2 |
|
|
2023
Q1 | $30.7M | Sell |
605,720
-3,958
| -0.6% | -$201K | 7.47% | 2 |
|
|
2022
Q4 | $30.2M | Buy |
609,678
+8,013
| +1% | +$397K | 7.5% | 2 |
|
|
2022
Q3 | $28.6M | Buy |
601,665
+28,785
| +5% | +$1.37M | 7.59% | 2 |
|
|
2022
Q2 | $28.6M | Buy |
+572,880
| New | +$28.6M | 8.37% | 2 |
|
|
2022
Q1 | – | Sell |
-192
| Closed | -$11K | – | 1073 |
|
|
2021
Q4 | $11K | Hold |
192
| – | – | ﹤0.01% | 676 |
|
|
2021
Q3 | $11K | Buy |
+192
| New | +$11K | ﹤0.01% | 659 |
|