CreativeOne Wealth’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $890K | Sell |
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|
2025
Q2 | $1.93M | Buy |
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2025
Q1 | $1.86M | Buy |
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|
2024
Q4 | $1.86M | Sell |
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|
2024
Q3 | $1.91M | Buy |
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|
2024
Q2 | $1.46M | Sell |
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|
2024
Q1 | $1.48M | Buy |
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|
2023
Q4 | $1.42M | Buy |
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|
2023
Q3 | $1.21M | Sell |
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|
2023
Q2 | $1.32M | Sell |
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|
2023
Q1 | $1.46M | Sell |
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|
2022
Q4 | $1.44M | Buy |
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|
2022
Q3 | $1.28M | Buy |
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|
2022
Q2 | $1.3M | Sell |
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|
2022
Q1 | $1.41M | Buy |
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|
2021
Q4 | $1.02M | Sell |
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|
2021
Q3 | $1.26M | Sell |
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|
2021
Q2 | $1.51M | Buy |
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|
2021
Q1 | $421K | Buy |
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|
2020
Q4 | $423K | Sell |
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|
2020
Q3 | $421K | Buy |
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|
2020
Q2 | $417K | Buy |
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|
2020
Q1 | $405K | Buy |
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