Concourse Financial Group Securities’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
Q1 | – | Sell |
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|
2024
Q4 | $794K | Sell |
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|
2024
Q3 | $972K | Sell |
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|
2024
Q2 | $1.4M | Buy |
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|
2024
Q1 | $1.21M | Buy |
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|
2023
Q4 | $1.16M | Sell |
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|
2023
Q3 | $1.14M | Buy |
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|
2023
Q2 | $1.16M | Buy |
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|
2023
Q1 | $1M | Buy |
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|
2022
Q4 | $904K | Buy |
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|
2022
Q3 | $762K | Sell |
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|
2022
Q2 | $837K | Sell |
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|
2022
Q1 | $913K | Buy |
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|
2021
Q4 | $908K | Buy |
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|
2021
Q3 | $606K | Buy |
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|
2021
Q2 | $428K | Buy |
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|
2021
Q1 | $369K | Buy |
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|
2020
Q4 | $367K | Buy |
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|
2020
Q3 | $153K | Buy |
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|
2020
Q2 | $125K | Sell |
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|
2020
Q1 | $204K | Buy |
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|
2019
Q4 | $68K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $67K | Hold |
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|
2019
Q1 | $65K | Buy |
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|
2018
Q4 | – | Hold |
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|
2018
Q3 | – | Hold |
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