Caldwell Trust’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $585K | Sell |
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|
2025
Q2 | $586K | Sell |
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|
2025
Q1 | $658K | Buy |
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|
2024
Q4 | $554K | Hold |
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|
2024
Q3 | $565K | Buy |
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|
2024
Q2 | $168K | Hold |
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|
2024
Q1 | $169K | Hold |
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|
2023
Q4 | $171K | Sell |
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|
2023
Q3 | $226K | Hold |
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|
2023
Q2 | $236K | Buy |
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|
2023
Q1 | $94.1K | Hold |
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|
2022
Q4 | $91.9K | Hold |
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|
2022
Q3 | $89.4K | Hold |
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|
2022
Q2 | $92.7K | Buy |
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|
2022
Q1 | $25.8K | Hold |
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|
2021
Q4 | $27.5K | Hold |
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|
2021
Q3 | $27.4K | Hold |
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|
2021
Q2 | $27.6K | Hold |
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|
2021
Q1 | $27.3K | Hold |
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|
2020
Q4 | $27.6K | Sell |
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|
2020
Q3 | $54.4K | Sell |
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|
2020
Q2 | $108K | Hold |
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|
2020
Q1 | $106K | Hold |
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|
2019
Q4 | $107K | Buy |
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