Creative Financial Designs’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Creative Financial Designs’s Portfolio VTEB Stock Details VTEB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.27M	Sell	66,757 -78	-0.1%	-$3.82K	0.24%	96
2025 Q1	$3.32M	Sell	66,835 -3,366	-5%	-$167K	0.26%	82
2024 Q4	$3.52M	Buy	70,201 +1,566	+2%	+$78.5K	0.29%	77
2024 Q3	$3.51M	Sell	68,635 -4,522	-6%	-$231K	0.3%	72
2024 Q2	$3.67M	Sell	73,157 -910	-1%	-$45.6K	0.33%	66
2024 Q1	$3.75M	Sell	74,067 -1,002	-1%	-$50.7K	0.35%	62
2023 Q4	$3.83M	Sell	75,069 -31,260	-29%	-$1.6M	0.39%	57
2023 Q3	$5.11M	Sell	106,329 -42,618	-29%	-$2.05M	0.6%	36
2023 Q2	$7.48M	Buy	148,947 +31,183	+26%	+$1.57M	0.88%	27
2023 Q1	$5.97M	Buy	117,764 +36,858	+46%	+$1.87M	0.78%	31
2022 Q4	$4M	Sell	80,906 -4,564	-5%	-$226K	0.59%	39
2022 Q3	$4.12M	Buy	85,470 +26,398	+45%	+$1.27M	0.67%	33
2022 Q2	$2.95M	Sell	59,072 -25,645	-30%	-$1.28M	0.48%	44
2022 Q1	$4.37M	Buy	84,717 +14,775	+21%	+$762K	0.66%	37
2021 Q4	$3.84M	Buy	69,942 +4,374	+7%	+$240K	0.58%	38
2021 Q3	$3.59M	Buy	65,568 +5,943	+10%	+$325K	0.59%	37
2021 Q2	$3.3M	Buy	59,625 +9,254	+18%	+$512K	0.57%	37
2021 Q1	$2.75M	Buy	50,371 +5,286	+12%	+$289K	0.54%	39
2020 Q4	$2.49M	Buy	45,085 +12,040	+36%	+$664K	0.53%	40
2020 Q3	$1.8M	Buy	33,045 +9,862	+43%	+$537K	0.44%	48
2020 Q2	$1.26M	Buy	23,183 +22,091	+2,023%	+$1.2M	0.38%	54
2020 Q1	$58K	Sell	1,092 -93	-8%	-$4.94K	0.03%	211
2019 Q4	$64K	Hold	1,185	–	–	0.03%	228
2019 Q3	$64K	Hold	1,185	–	–	0.03%	214
2019 Q2	$63K	Hold	1,185	–	–	0.03%	216
2019 Q1	$62K	Hold	1,185	–	–	0.04%	205
2018 Q4	$60K	Sell	1,185 -4,406	-79%	-$223K	0.04%	173
2018 Q3	$282K	Sell	5,591 -2,056	-27%	-$104K	0.16%	99
2018 Q2	$390K	Buy	7,647 +1,185	+18%	+$60.4K	0.23%	88
2018 Q1	$328K	Buy	6,462 +4,530	+234%	+$230K	0.21%	93
2017 Q4	$100K	Hold	1,932	–	–	0.07%	167
2017 Q3	$100K	Buy	+1,932	New	+$100K	0.06%	184