Cahill Financial 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 | $1.28M | Sell |
26,021
-597
| -2% | -$29.3K | 0.16% | 97 |
|
|
2025
Q1 | $1.32M | Sell |
26,618
-1,063
| -4% | -$52.7K | 0.18% | 91 |
|
|
2024
Q4 | $1.39M | Buy |
27,681
+1,185
| +4% | +$59.4K | 0.19% | 88 |
|
|
2024
Q3 | $1.35M | Sell |
26,496
-1,205
| -4% | -$61.6K | 0.19% | 87 |
|
|
2024
Q2 | $1.39M | Sell |
27,701
-454
| -2% | -$22.8K | 0.19% | 94 |
|
|
2024
Q1 | $1.42M | Sell |
28,155
-830
| -3% | -$42K | 0.19% | 97 |
|
|
2023
Q4 | $1.48M | Buy |
28,985
+3,565
| +14% | +$182K | 0.22% | 89 |
|
|
2023
Q3 | $1.22M | Buy |
25,420
+1,454
| +6% | +$69.9K | 0.2% | 103 |
|
|
2023
Q2 | $1.2M | Sell |
23,966
-2,931
| -11% | -$147K | 0.19% | 106 |
|
|
2023
Q1 | $1.36M | Buy |
26,897
+913
| +4% | +$46.3K | 0.24% | 93 |
|
|
2022
Q4 | $1.29M | Buy |
25,984
+9,421
| +57% | +$466K | 0.25% | 98 |
|
|
2022
Q3 | $797K | Buy |
16,563
+1,580
| +11% | +$76K | 0.17% | 124 |
|
|
2022
Q2 | $748K | Sell |
14,983
-2,352
| -14% | -$117K | 0.16% | 125 |
|
|
2022
Q1 | $894K | Buy |
17,335
+10,521
| +154% | +$543K | 0.17% | 120 |
|
|
2021
Q4 | $374K | Sell |
6,814
-390
| -5% | -$21.4K | 0.07% | 176 |
|
|
2021
Q3 | $395K | Sell |
7,204
-36
| -0.5% | -$1.97K | 0.08% | 167 |
|
|
2021
Q2 | $400K | Sell |
7,240
-356
| -5% | -$19.7K | 0.09% | 158 |
|
|
2021
Q1 | $415K | Sell |
7,596
-653
| -8% | -$35.7K | 0.1% | 149 |
|
|
2020
Q4 | $455K | Buy |
+8,249
| New | +$455K | 0.11% | 138 |
|