CHA
Cooper/Haims Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.85M | Buy |
160,025
+38,860
| +32% | +$1.91M | 3.86% | 9 |
|
|
2025
Q1 | $6.01M | Sell |
121,165
-138
| -0.1% | -$6.85K | 3.26% | 10 |
|
|
2024
Q4 | $6.08M | Sell |
121,303
-709
| -0.6% | -$35.5K | 3.45% | 9 |
|
|
2024
Q3 | $6.24M | Buy |
122,012
+1,711
| +1% | +$87.5K | 3.43% | 9 |
|
|
2024
Q2 | $6.03M | Buy |
120,301
+2,209
| +2% | +$111K | 3.38% | 10 |
|
|
2024
Q1 | $5.98M | Sell |
118,092
-80,612
| -41% | -$4.08M | 3.47% | 9 |
|
|
2023
Q4 | $10.1M | Buy |
+198,704
| New | +$10.1M | 5.75% | 6 |
|
|
2023
Q3 | – | Sell |
-7,062
| Closed | -$355K | – | 80 |
|
|
2023
Q2 | $355K | Buy |
7,062
+2,586
| +58% | +$130K | 0.27% | 44 |
|
|
2023
Q1 | $227K | Sell |
4,476
-46,169
| -91% | -$2.34M | 0.18% | 61 |
|
|
2022
Q4 | $2.51M | Buy |
50,645
+30,420
| +150% | +$1.51M | 1.78% | 11 |
|
|
2022
Q3 | $974K | Sell |
20,225
-66,177
| -77% | -$3.19M | 0.81% | 19 |
|
|
2022
Q2 | $4.31M | Buy |
+86,402
| New | +$4.31M | 2.83% | 11 |
|