Bell Investment Advisors’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 | $179K | Sell |
3,647
-627
| -15% | -$30.7K | 0.03% | 121 |
|
|
2025
Q1 | $212K | Sell |
4,274
-3,110
| -42% | -$154K | 0.04% | 109 |
|
|
2024
Q4 | $370K | Sell |
7,384
-967
| -12% | -$48.5K | 0.07% | 75 |
|
|
2024
Q3 | $427K | Buy |
8,351
+418
| +5% | +$21.4K | 0.08% | 73 |
|
|
2024
Q2 | $398K | Sell |
7,933
-785
| -9% | -$39.3K | 0.08% | 74 |
|
|
2024
Q1 | $441K | Buy |
8,718
+413
| +5% | +$20.9K | 0.09% | 72 |
|
|
2023
Q4 | $424K | Buy |
8,305
+978
| +13% | +$49.9K | 0.09% | 68 |
|
|
2023
Q3 | $352K | Buy |
+7,327
| New | +$352K | 0.08% | 73 |
|