Checchi Capital Advisers’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 | $1.28M | Buy |
26,017
+18,079
| +228% | +$886K | 0.07% | 178 |
|
|
2025
Q1 | $394K | Sell |
7,938
-6,504
| -45% | -$323K | 0.02% | 380 |
|
|
2024
Q4 | $724K | Sell |
14,442
-160
| -1% | -$8.02K | 0.04% | 246 |
|
|
2024
Q3 | $746K | Buy |
14,602
+508
| +4% | +$26K | 0.04% | 241 |
|
|
2024
Q2 | $706K | Sell |
14,094
-1,395
| -9% | -$69.9K | 0.04% | 247 |
|
|
2024
Q1 | $784K | Buy |
+15,489
| New | +$784K | 0.06% | 230 |
|
|
2023
Q3 | – | Sell |
-24,966
| Closed | -$1.25M | – | 581 |
|
|
2023
Q2 | $1.25M | Sell |
24,966
-4,851
| -16% | -$244K | 0.11% | 147 |
|
|
2023
Q1 | $1.51M | Hold |
29,817
| – | – | 0.15% | 123 |
|
|
2022
Q4 | $1.48M | Buy |
+29,817
| New | +$1.48M | 0.15% | 120 |
|