Coppell Advisory Solutions’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
Q1 | – | Sell |
-422
| Closed | -$21.2K | – | 1841 |
|
|
2024
Q4 | $21.2K | Hold |
422
| – | – | ﹤0.01% | 866 |
|
|
2024
Q3 | $21.6K | Buy |
422
+225
| +114% | +$11.5K | ﹤0.01% | 844 |
|
|
2024
Q2 | $9.87K | Buy |
+197
| New | +$9.87K | ﹤0.01% | 1008 |
|
|
2023
Q4 | $35.6K | Sell |
698
-3,994
| -85% | -$204K | 0.01% | 574 |
|
|
2023
Q3 | $232K | Buy |
4,692
+2,020
| +76% | +$100K | 0.08% | 151 |
|
|
2023
Q2 | $134K | Buy |
+2,672
| New | +$134K | 0.04% | 232 |
|
|
2023
Q1 | – | Sell |
-4,692
| Closed | -$232K | – | 1070 |
|
|
2022
Q4 | $232K | Buy |
+4,692
| New | +$232K | 0.08% | 155 |
|