Cary Street Partners Investment Advisory’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
Q2 | $37.4K | Buy |
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|
2025
Q1 | $37.4K | Sell |
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|
2024
Q4 | $41K | Sell |
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|
2024
Q3 | $2.88M | Buy |
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|
2024
Q2 | $2.6M | Hold |
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|
2024
Q1 | $2.62M | Buy |
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|
2023
Q4 | $2.58M | Sell |
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|
2023
Q3 | $2.45M | Sell |
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|
2023
Q2 | $2.64M | Sell |
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|
2023
Q1 | $3.06M | Sell |
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|
2022
Q4 | $3.13M | Buy |
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|
2022
Q3 | $1.31M | Sell |
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|
2022
Q2 | $1.46M | Buy |
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|
2022
Q1 | $593K | Buy |
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|
2021
Q4 | $497K | Buy |
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|
2021
Q3 | $302K | Sell |
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|
2021
Q2 | $353K | Buy |
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|
2021
Q1 | $219K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $24K | Buy |
|