Capital Insight Partners’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 | $1.23M | Sell |
24,999
-1,650
| -6% | -$80.9K | 0.21% | 84 |
|
|
2025
Q1 | $1.32M | Buy |
26,649
+162
| +0.6% | +$8.04K | 0.23% | 82 |
|
|
2024
Q4 | $1.33M | Sell |
26,487
-1,123
| -4% | -$56.3K | 0.23% | 87 |
|
|
2024
Q3 | $1.41M | Buy |
27,610
+3,391
| +14% | +$173K | 0.25% | 82 |
|
|
2024
Q2 | $1.21M | Sell |
24,219
-1,529
| -6% | -$76.6K | 0.23% | 84 |
|
|
2024
Q1 | $1.3M | Buy |
25,748
+16
| +0.1% | +$810 | 0.24% | 82 |
|
|
2023
Q4 | $1.31M | Sell |
25,732
-1,551
| -6% | -$79.2K | 0.27% | 80 |
|
|
2023
Q3 | $1.31M | Buy |
27,283
+620
| +2% | +$29.8K | 0.3% | 80 |
|
|
2023
Q2 | $1.34M | Buy |
26,663
+270
| +1% | +$13.6K | 0.3% | 80 |
|
|
2023
Q1 | $1.34M | Buy |
26,393
+600
| +2% | +$30.4K | 0.31% | 85 |
|
|
2022
Q4 | $1.28M | Buy |
25,793
+3,660
| +17% | +$181K | 0.33% | 78 |
|
|
2022
Q3 | $1.07M | Sell |
22,133
-9,717
| -31% | -$468K | 0.29% | 86 |
|
|
2022
Q2 | $1.59M | Sell |
31,850
-1,842
| -5% | -$92K | 0.37% | 87 |
|
|
2022
Q1 | $1.74M | Sell |
33,692
-6,102
| -15% | -$315K | 0.35% | 93 |
|
|
2021
Q4 | $2.19M | Buy |
39,794
+8,020
| +25% | +$440K | 0.44% | 82 |
|
|
2021
Q3 | $1.74M | Sell |
31,774
-2,318
| -7% | -$127K | 0.38% | 95 |
|
|
2021
Q2 | $1.89M | Buy |
34,092
+1,504
| +5% | +$83.2K | 0.43% | 88 |
|
|
2021
Q1 | $1.78M | Buy |
32,588
+6,238
| +24% | +$341K | 0.43% | 87 |
|
|
2020
Q4 | $1.45M | Buy |
26,350
+3,742
| +17% | +$206K | 0.37% | 96 |
|
|
2020
Q3 | $1.23M | Buy |
22,608
+9,849
| +77% | +$536K | 0.35% | 101 |
|
|
2020
Q2 | $691K | Buy |
+12,759
| New | +$691K | 0.22% | 114 |
|