BDF
Black Diamond Financial’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 | $2.7M | Buy |
55,037
+18,070
| +49% | +$886K | 0.42% | 43 |
|
|
2025
Q1 | $1.83M | Hold |
36,967
| – | – | 0.28% | 52 |
|
|
2024
Q4 | $1.85M | Hold |
36,967
| – | – | 0.28% | 51 |
|
|
2024
Q3 | $1.89M | Hold |
36,967
| – | – | 0.32% | 48 |
|
|
2024
Q2 | $1.85M | Hold |
36,967
| – | – | 0.36% | 48 |
|
|
2024
Q1 | $1.89M | Hold |
36,967
| – | – | 0.51% | 35 |
|
|
2023
Q4 | $1.89M | Buy |
36,967
+12,480
| +51% | +$637K | 0.51% | 35 |
|
|
2023
Q3 | $1.18M | Hold |
24,487
| – | – | 0.36% | 41 |
|
|
2023
Q2 | $1.23M | Hold |
24,487
| – | – | 0.36% | 41 |
|
|
2023
Q1 | $1.24M | Sell |
24,487
-3,167
| -11% | -$160K | 0.41% | 39 |
|
|
2022
Q4 | $1.37M | Hold |
27,654
| – | – | 0.49% | 36 |
|
|
2022
Q3 | $1.33M | Sell |
27,654
-144
| -0.5% | -$6.93K | 0.54% | 33 |
|
|
2022
Q2 | $1.39M | Hold |
27,798
| – | – | 0.55% | 34 |
|
|
2022
Q1 | $1.43M | Sell |
27,798
-12,079
| -30% | -$623K | 0.45% | 37 |
|
|
2021
Q4 | $2.19M | Hold |
39,877
| – | – | 0.74% | 29 |
|
|
2021
Q3 | $2.18M | Buy |
39,877
+48
| +0.1% | +$2.63K | 1.05% | 21 |
|
|
2021
Q2 | $2.2M | Buy |
39,829
+448
| +1% | +$24.8K | 0.86% | 23 |
|
|
2021
Q1 | $2.15M | Buy |
39,381
+436
| +1% | +$23.8K | 0.91% | 24 |
|
|
2020
Q4 | $2.15M | Buy |
38,945
+22,614
| +138% | +$1.25M | 0.99% | 23 |
|
|
2020
Q3 | $889K | Sell |
16,331
-330
| -2% | -$18K | 0.5% | 33 |
|
|
2020
Q2 | $902K | Buy |
16,661
+10,892
| +189% | +$590K | 0.59% | 32 |
|
|
2020
Q1 | $305K | Hold |
5,769
| – | – | 0.23% | 54 |
|
|
2019
Q4 | $309K | Buy |
5,769
+44
| +0.8% | +$2.36K | 0.22% | 51 |
|
|
2019
Q3 | $307K | Hold |
5,725
| – | – | 0.23% | 52 |
|
|
2019
Q2 | $304K | Hold |
5,725
| – | – | 0.26% | 48 |
|
|
2019
Q1 | $299K | Buy |
5,725
+40
| +0.7% | +$2.09K | 0.27% | 46 |
|
|
2018
Q4 | $290K | Buy |
+5,685
| New | +$290K | 0.23% | 52 |
|