Center for Financial Planning’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 | $1.19M | Buy |
24,216
+15,524
| +179% | +$761K | 0.14% | 55 |
|
|
2025
Q1 | $431K | Sell |
8,692
-1,356
| -13% | -$67.3K | 0.06% | 106 |
|
|
2024
Q4 | $504K | Hold |
10,048
| – | – | 0.07% | 94 |
|
|
2024
Q3 | $514K | Hold |
10,048
| – | – | 0.07% | 88 |
|
|
2024
Q2 | $504K | Sell |
10,048
-765
| -7% | -$38.3K | 0.07% | 88 |
|
|
2024
Q1 | $547K | Buy |
10,813
+100
| +0.9% | +$5.06K | 0.08% | 82 |
|
|
2023
Q4 | $547K | Sell |
10,713
-248
| -2% | -$12.7K | 0.1% | 77 |
|
|
2023
Q3 | $527K | Buy |
10,961
+700
| +7% | +$33.7K | 0.11% | 72 |
|
|
2023
Q2 | $515K | Hold |
10,261
| – | – | 0.11% | 79 |
|
|
2023
Q1 | $520K | Hold |
10,261
| – | – | 0.12% | 77 |
|
|
2022
Q4 | $508K | Buy |
10,261
+9,650
| +1,579% | +$478K | 0.12% | 75 |
|
|
2022
Q3 | $29K | Hold |
611
| – | – | 0.01% | 261 |
|
|
2022
Q2 | $31K | Hold |
611
| – | – | 0.01% | 256 |
|
|
2022
Q1 | $31K | Hold |
611
| – | – | 0.01% | 268 |
|
|
2021
Q4 | $34K | Hold |
611
| – | – | 0.01% | 270 |
|
|
2021
Q3 | $33K | Hold |
611
| – | – | 0.01% | 257 |
|
|
2021
Q2 | $34K | Hold |
611
| – | – | 0.01% | 254 |
|
|
2021
Q1 | $33K | Hold |
611
| – | – | 0.01% | 257 |
|
|
2020
Q4 | $34K | Hold |
611
| – | – | 0.01% | 239 |
|
|
2020
Q3 | $33K | Hold |
611
| – | – | 0.01% | 218 |
|
|
2020
Q2 | $33K | Sell |
611
-202
| -25% | -$10.9K | 0.01% | 217 |
|
|
2020
Q1 | $43K | Hold |
813
| – | – | 0.01% | 181 |
|
|
2019
Q4 | $44K | Buy |
+813
| New | +$44K | 0.01% | 193 |
|