Certified Advisory Corp’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
Q1 | – | Sell |
-13,266
| Closed | -$665K | – | 307 |
|
|
2024
Q4 | $665K | Buy |
13,266
+3,228
| +32% | +$162K | 0.07% | 169 |
|
|
2024
Q3 | $513K | Buy |
10,038
+850
| +9% | +$43.5K | 0.06% | 190 |
|
|
2024
Q2 | $460K | Buy |
9,188
+1,305
| +17% | +$65.4K | 0.06% | 189 |
|
|
2024
Q1 | $399K | Buy |
7,883
+2,585
| +49% | +$131K | 0.06% | 191 |
|
|
2023
Q4 | $270K | Buy |
+5,298
| New | +$270K | 0.04% | 229 |
|
|
2020
Q2 | – | Sell |
-7,143
| Closed | -$378K | – | 823 |
|
|
2020
Q1 | $378K | Buy |
7,143
+438
| +7% | +$23.2K | 0.15% | 122 |
|
|
2019
Q4 | $359K | Hold |
6,705
| – | – | 0.11% | 145 |
|
|
2019
Q3 | $360K | Hold |
6,705
| – | – | 0.13% | 141 |
|
|
2019
Q2 | $356K | Buy |
+6,705
| New | +$356K | 0.13% | 129 |
|