Congress Wealth 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 | $3.82M | Sell |
77,838
-30,661
| -28% | -$1.5M | 0.04% | 433 |
|
|
2025
Q1 | $5.38M | Buy |
108,499
+8,288
| +8% | +$411K | 0.06% | 321 |
|
|
2024
Q4 | $5.02M | Buy |
100,211
+550
| +0.6% | +$27.6K | 0.07% | 283 |
|
|
2024
Q3 | $5.09M | Sell |
99,661
-2,460
| -2% | -$126K | 0.07% | 292 |
|
|
2024
Q2 | $5.12M | Buy |
102,121
+1,250
| +1% | +$62.6K | 0.08% | 244 |
|
|
2024
Q1 | $5.1M | Buy |
100,871
+1,363
| +1% | +$69K | 0.09% | 225 |
|
|
2023
Q4 | $5.08M | Sell |
99,508
-405
| -0.4% | -$20.7K | 0.09% | 221 |
|
|
2023
Q3 | $4.81M | Buy |
+99,913
| New | +$4.81M | 0.1% | 217 |
|
|
2022
Q4 | – | Sell |
-4,510
| Closed | -$217K | – | 585 |
|
|
2022
Q3 | $217K | Hold |
4,510
| – | – | 0.01% | 518 |
|
|
2022
Q2 | $225K | Buy |
+4,510
| New | +$225K | 0.01% | 517 |
|