Burney Company’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 | $2.69M | Buy |
54,775
+26,613
| +94% | +$1.3M | 0.09% | 188 |
|
|
2025
Q1 | $1.4M | Buy |
28,162
+6,713
| +31% | +$333K | 0.05% | 266 |
|
|
2024
Q4 | $1.08M | Buy |
21,449
+4,192
| +24% | +$210K | 0.04% | 306 |
|
|
2024
Q3 | $882K | Buy |
17,257
+1,104
| +7% | +$56.4K | 0.03% | 338 |
|
|
2024
Q2 | $809K | Buy |
16,153
+2,520
| +18% | +$126K | 0.03% | 349 |
|
|
2024
Q1 | $690K | Buy |
13,633
+1,088
| +9% | +$55.1K | 0.03% | 379 |
|
|
2023
Q4 | $640K | Buy |
12,545
+1,045
| +9% | +$53.3K | 0.03% | 386 |
|
|
2023
Q3 | $553K | Buy |
11,500
+356
| +3% | +$17.1K | 0.03% | 387 |
|
|
2023
Q2 | $560K | Buy |
11,144
+157
| +1% | +$7.89K | 0.03% | 389 |
|
|
2023
Q1 | $557K | Sell |
10,987
-402
| -4% | -$20.4K | 0.03% | 388 |
|
|
2022
Q4 | $564K | Buy |
11,389
+365
| +3% | +$18.1K | 0.03% | 379 |
|
|
2022
Q3 | $531K | Sell |
11,024
-4,583
| -29% | -$221K | 0.03% | 402 |
|
|
2022
Q2 | $779K | Buy |
15,607
+9,518
| +156% | +$475K | 0.04% | 340 |
|
|
2022
Q1 | $314K | Buy |
6,089
+1,069
| +21% | +$55.1K | 0.01% | 486 |
|
|
2021
Q4 | $276K | Buy |
5,020
+1,225
| +32% | +$67.4K | 0.01% | 509 |
|
|
2021
Q3 | $208K | Hold |
3,795
| – | – | 0.01% | 551 |
|
|
2021
Q2 | $210K | Hold |
3,795
| – | – | 0.01% | 567 |
|
|
2021
Q1 | $207K | Buy |
+3,795
| New | +$207K | 0.01% | 544 |
|