Cannon Financial Strategists’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 | $2.63M | Sell |
53,701
-2,626
| -5% | -$129K | 0.42% | 21 |
|
|
2025
Q1 | $2.79M | Buy |
56,327
+1,672
| +3% | +$83K | 0.48% | 22 |
|
|
2024
Q4 | $2.74M | Buy |
54,655
+6,978
| +15% | +$350K | 0.47% | 21 |
|
|
2024
Q3 | $2.44M | Sell |
47,677
-8,400
| -15% | -$429K | 0.43% | 22 |
|
|
2024
Q2 | $2.81M | Sell |
56,077
-1,574
| -3% | -$78.9K | 0.54% | 20 |
|
|
2024
Q1 | $2.92M | Buy |
57,651
+1,438
| +3% | +$72.8K | 0.57% | 20 |
|
|
2023
Q4 | $2.87M | Buy |
56,213
+11,420
| +25% | +$583K | 0.61% | 20 |
|
|
2023
Q3 | $2.15M | Sell |
44,793
-15,243
| -25% | -$733K | 0.55% | 19 |
|
|
2023
Q2 | $3.02M | Buy |
60,036
+179
| +0.3% | +$8.99K | 0.83% | 19 |
|
|
2023
Q1 | $3.03M | Buy |
59,857
+7,755
| +15% | +$393K | 1.03% | 16 |
|
|
2022
Q4 | $2.58M | Sell |
52,102
-27,418
| -34% | -$1.36M | 0.94% | 18 |
|
|
2022
Q3 | $3.83M | Buy |
79,520
+28,553
| +56% | +$1.37M | 1.51% | 16 |
|
|
2022
Q2 | $2.54M | Buy |
+50,967
| New | +$2.54M | 0.98% | 18 |
|