CANC
Culbertson A N & Co’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 | $1.79M | Buy |
36,500
+3,800
| +12% | +$186K | 0.27% | 71 |
|
|
2025
Q1 | $1.62M | Buy |
32,700
+1,900
| +6% | +$94.3K | 0.26% | 78 |
|
|
2024
Q4 | $1.54M | Buy |
30,800
+2,000
| +7% | +$100K | 0.25% | 82 |
|
|
2024
Q3 | $1.47M | Buy |
28,800
+1,700
| +6% | +$86.9K | 0.24% | 81 |
|
|
2024
Q2 | $1.36M | Buy |
27,100
+1,650
| +6% | +$82.7K | 0.24% | 79 |
|
|
2024
Q1 | $1.29M | Buy |
25,450
+10,100
| +66% | +$511K | 0.22% | 83 |
|
|
2023
Q4 | $784K | Buy |
15,350
+850
| +6% | +$43.4K | 0.15% | 91 |
|
|
2023
Q3 | $697K | Sell |
14,500
-175
| -1% | -$8.42K | 0.14% | 91 |
|
|
2023
Q2 | $737K | Buy |
14,675
+750
| +5% | +$37.7K | 0.14% | 93 |
|
|
2023
Q1 | $705K | Buy |
+13,925
| New | +$705K | 0.14% | 91 |
|
|
2022
Q4 | – | Sell |
-8,875
| Closed | -$427K | – | 119 |
|
|
2022
Q3 | $427K | Buy |
8,875
+2,700
| +44% | +$130K | 0.1% | 101 |
|
|
2022
Q2 | $308K | Buy |
6,175
+100
| +2% | +$4.99K | 0.07% | 107 |
|
|
2022
Q1 | $313K | Buy |
+6,075
| New | +$313K | 0.06% | 109 |
|