Cornerstone Planning Group’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 | $10.2K | Sell |
208
-79
| -28% | -$3.86K | ﹤0.01% | 555 |
|
|
2025
Q1 | $14K | Buy |
287
+83
| +41% | +$4.04K | ﹤0.01% | 484 |
|
|
2024
Q4 | $10.2K | Sell |
204
-115
| -36% | -$5.77K | ﹤0.01% | 425 |
|
|
2024
Q3 | $16K | Buy |
319
+1
| +0.3% | +$50 | ﹤0.01% | 335 |
|
|
2024
Q2 | $16.1K | Buy |
318
+4
| +1% | +$203 | ﹤0.01% | 348 |
|
|
2024
Q1 | $15.7K | Sell |
314
-627
| -67% | -$31.4K | ﹤0.01% | 329 |
|
|
2023
Q4 | $48K | Sell |
941
-366
| -28% | -$18.7K | 0.02% | 191 |
|
|
2023
Q3 | $62.9K | Sell |
1,307
-2,951
| -69% | -$142K | 0.02% | 152 |
|
|
2023
Q2 | $214K | Buy |
+4,258
| New | +$214K | 0.08% | 90 |
|
|
2022
Q4 | $239K | Buy |
+4,706
| New | +$239K | 0.1% | 88 |
|