Compass Advisory 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
Q2 | $3.56M | Buy |
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|
2025
Q1 | $3.05M | Sell |
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|
2024
Q4 | $4.64M | Buy |
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|
2024
Q3 | $3.07M | Buy |
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|
2024
Q2 | $2.97M | Buy |
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|
2024
Q1 | $2.98M | Sell |
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|
2023
Q4 | $3.1M | Sell |
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|
2023
Q3 | $3.17M | Sell |
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|
2023
Q2 | $3.4M | Buy |
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|
2023
Q1 | $3.2M | Buy |
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|
2022
Q4 | $3.16M | Buy |
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|
2022
Q3 | $3M | Sell |
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|
2022
Q2 | $3.4M | Sell |
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|
2022
Q1 | $4.39M | Sell |
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|
2021
Q4 | $5.59M | Buy |
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|
2021
Q3 | $5.22M | Buy |
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|
2021
Q2 | $5.14M | Buy |
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|
2021
Q1 | $4.5M | Buy |
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|
2020
Q4 | $4.34M | Buy |
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