Blue Chip Partners’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 | – | Sell |
-316,474
| Closed | -$15.7M | – | 172 |
|
|
2025
Q1 | $15.7M | Buy |
316,474
+652
| +0.2% | +$32.4K | 1.35% | 26 |
|
|
2024
Q4 | $15.8M | Sell |
315,822
-31,530
| -9% | -$1.58M | 1.36% | 27 |
|
|
2024
Q3 | $17.8M | Buy |
347,352
+38,294
| +12% | +$1.96M | 1.54% | 27 |
|
|
2024
Q2 | $15.5M | Buy |
309,058
+21,400
| +7% | +$1.07M | 1.43% | 31 |
|
|
2024
Q1 | $14.6M | Buy |
287,658
+27,877
| +11% | +$1.41M | 1.41% | 31 |
|
|
2023
Q4 | $13.3M | Sell |
259,781
-455,718
| -64% | -$23.3M | 1.38% | 30 |
|
|
2023
Q3 | $34.4M | Buy |
715,499
+711,491
| +17,752% | +$34.2M | 4.1% | 3 |
|
|
2023
Q2 | $201K | Buy |
+4,008
| New | +$201K | 0.02% | 144 |
|
|
2022
Q4 | – | Sell |
-12,200
| Closed | -$587K | – | 194 |
|
|
2022
Q3 | $587K | Hold |
12,200
| – | – | 0.08% | 78 |
|
|
2022
Q2 | $609K | Sell |
12,200
-400
| -3% | -$20K | 0.08% | 83 |
|
|
2022
Q1 | $650K | Buy |
+12,600
| New | +$650K | 0.08% | 83 |
|