Chicago Partners Investment Group’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
Q3 | $3.17M | Sell |
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2025
Q2 | $3.14M | Buy |
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|
2025
Q1 | $3.16M | Sell |
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|
2024
Q4 | $3.32M | Buy |
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|
2024
Q3 | $1.72M | Sell |
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|
2024
Q2 | $2.78M | Buy |
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|
2024
Q1 | $2.73M | Buy |
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|
2023
Q4 | $2.46M | Buy |
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|
2023
Q3 | $2.31M | Buy |
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|
2023
Q2 | $2.32M | Buy |
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|
2023
Q1 | $2.33M | Buy |
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|
2022
Q4 | $2.33M | Buy |
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|
2022
Q3 | $1.24M | Buy |
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|
2022
Q2 | $1.15M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $13K | Hold |
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|
2018
Q2 | $13K | Hold |
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|
2018
Q1 | $13K | Hold |
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|
2017
Q4 | $13K | Hold |
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|
2017
Q3 | $13K | Buy |
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