Boyd Wealth Management’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 | $1.82M | Sell |
37,192
-2,610
| -7% | -$128K | 0.79% | 21 |
|
|
2025
Q1 | $1.97M | Buy |
39,802
+9,395
| +31% | +$466K | 0.98% | 16 |
|
|
2024
Q4 | $1.52M | Buy |
30,407
+2,440
| +9% | +$122K | 0.75% | 20 |
|
|
2024
Q3 | $1.43M | Sell |
27,967
-4,998
| -15% | -$255K | 0.72% | 22 |
|
|
2024
Q2 | $1.65M | Sell |
32,965
-6,215
| -16% | -$311K | 0.91% | 19 |
|
|
2024
Q1 | $1.98M | Buy |
39,180
+5,152
| +15% | +$261K | 1.13% | 17 |
|
|
2023
Q4 | $1.74M | Buy |
34,028
+2,049
| +6% | +$105K | 1.08% | 17 |
|
|
2023
Q3 | $1.54M | Buy |
31,979
+2,146
| +7% | +$103K | 1.03% | 18 |
|
|
2023
Q2 | $1.5M | Sell |
29,833
-8,644
| -22% | -$434K | 0.91% | 19 |
|
|
2023
Q1 | $1.95M | Sell |
38,477
-2,485
| -6% | -$126K | 1.35% | 15 |
|
|
2022
Q4 | $2.03M | Buy |
+40,962
| New | +$2.03M | 1.49% | 16 |
|
|
2022
Q3 | – | Sell |
-18,158
| Closed | -$906K | – | 44 |
|
|
2022
Q2 | $906K | Buy |
+18,158
| New | +$906K | 0.74% | 20 |
|