Clear Creek Financial Management’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
$610K Buy
12,442
+7
+0.1% +$343 0.06% 316
2025
Q1
$617K Buy
12,435
+87
+0.7% +$4.32K 0.06% 276
2024
Q4
$619K Sell
12,348
-1,040
-8% -$52.1K 0.07% 259
2024
Q3
$684K Buy
13,388
+1,381
+12% +$70.6K 0.08% 216
2024
Q2
$602K Sell
12,007
-736
-6% -$36.9K 0.07% 226
2024
Q1
$645K Sell
12,743
-1,918
-13% -$97K 0.08% 206
2023
Q4
$748K Sell
14,661
-958
-6% -$48.9K 0.12% 149
2023
Q3
$751K Sell
15,619
-231
-1% -$11.1K 0.13% 129
2023
Q2
$796K Sell
15,850
-3,966
-20% -$199K 0.14% 123
2023
Q1
$1M Sell
19,816
-2,242
-10% -$114K 0.19% 99
2022
Q4
$1.09M Sell
22,058
-6,121
-22% -$303K 0.24% 84
2022
Q3
$1.36M Sell
28,179
-3,080
-10% -$148K 0.3% 65
2022
Q2
$1.56M Sell
31,259
-11,086
-26% -$553K 0.33% 62
2022
Q1
$2.18M Sell
42,345
-907
-2% -$46.8K 0.34% 76
2021
Q4
$2.38M Sell
43,252
-3,142
-7% -$173K 0.36% 67
2021
Q3
$2.54M Buy
46,394
+5,930
+15% +$325K 0.41% 72
2021
Q2
$2.24M Buy
+40,464
New +$2.24M 0.35% 82
2021
Q1
Sell
-29,420
Closed -$1.62M 257
2020
Q4
$1.62M Sell
29,420
-178,714
-86% -$9.86M 0.31% 65
2020
Q3
$11.3M Buy
208,134
+181,614
+685% +$9.89M 0.51% 40
2020
Q2
$1.44M Buy
+26,520
New +$1.44M 0.37% 50