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 |
|