Clearwater Capital Advisors’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 | $880K | Buy |
17,945
+6,200
| +53% | +$304K | 0.08% | 82 |
|
|
2025
Q1 | $583K | Buy |
11,745
+21
| +0.2% | +$1.04K | 0.06% | 100 |
|
|
2024
Q4 | $588K | Buy |
+11,724
| New | +$588K | 0.06% | 98 |
|
|
2024
Q1 | – | Sell |
-3,990
| Closed | -$204K | – | 163 |
|
|
2023
Q4 | $204K | Buy |
+3,990
| New | +$204K | 0.02% | 148 |
|
|
2021
Q1 | – | Sell |
-23,118
| Closed | -$1.28M | – | 168 |
|
|
2020
Q4 | $1.28M | Sell |
23,118
-3
| -0% | -$166 | 0.17% | 62 |
|
|
2020
Q3 | $1.26M | Hold |
23,121
| – | – | 0.2% | 57 |
|
|
2020
Q2 | $1.25M | Sell |
23,121
-762
| -3% | -$41.3K | 0.21% | 61 |
|
|
2020
Q1 | $1.26M | Sell |
23,883
-70
| -0.3% | -$3.7K | 0.27% | 55 |
|
|
2019
Q4 | $1.28M | Sell |
23,953
-1,702
| -7% | -$91.1K | 0.21% | 76 |
|
|
2019
Q3 | $1.38M | Sell |
25,655
-328
| -1% | -$17.6K | 0.24% | 86 |
|
|
2019
Q2 | $1.38M | Hold |
25,983
| – | – | 0.25% | 90 |
|
|
2019
Q1 | $1.36M | Sell |
25,983
-376
| -1% | -$19.6K | 0.25% | 96 |
|
|
2018
Q4 | $1.35M | Buy |
26,359
+21,614
| +456% | +$1.1M | 0.3% | 100 |
|
|
2018
Q3 | $240K | Buy |
+4,745
| New | +$240K | 0.05% | 175 |
|