CVA Family Office’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 | $500K | Sell |
10,205
-5,111
| -33% | -$251K | 0.07% | 169 |
|
|
2025
Q1 | $760K | Buy |
15,316
+6,665
| +77% | +$331K | 0.12% | 117 |
|
|
2024
Q4 | $434K | Buy |
8,651
+1,106
| +15% | +$55.4K | 0.07% | 175 |
|
|
2024
Q3 | $386K | Buy |
7,545
+2,183
| +41% | +$112K | 0.06% | 172 |
|
|
2024
Q2 | $269K | Buy |
5,362
+2,296
| +75% | +$115K | 0.05% | 201 |
|
|
2024
Q1 | $155K | Buy |
3,066
+311
| +11% | +$15.7K | 0.03% | 285 |
|
|
2023
Q4 | $141K | Buy |
+2,755
| New | +$141K | 0.03% | 289 |
|
|
2023
Q3 | – | Sell |
-2,755
| Closed | -$138K | – | 932 |
|
|
2023
Q2 | $138K | Hold |
2,755
| – | – | 0.03% | 269 |
|
|
2023
Q1 | $140K | Buy |
2,755
+411
| +18% | +$20.8K | 0.03% | 264 |
|
|
2022
Q4 | $116K | Buy |
2,344
+390
| +20% | +$19.3K | 0.03% | 271 |
|
|
2022
Q3 | $94K | Hold |
1,954
| – | – | 0.03% | 255 |
|
|
2022
Q2 | $98K | Hold |
1,954
| – | – | 0.03% | 249 |
|
|
2022
Q1 | $101K | Hold |
1,954
| – | – | 0.02% | 256 |
|
|
2021
Q4 | $107K | Buy |
1,954
+1,554
| +389% | +$85.1K | 0.03% | 241 |
|
|
2021
Q3 | $22K | Sell |
400
-1,554
| -80% | -$85.5K | 0.02% | 255 |
|
|
2021
Q2 | $108K | Hold |
1,954
| – | – | 0.03% | 229 |
|
|
2021
Q1 | $107K | Hold |
1,954
| – | – | 0.04% | 171 |
|
|
2020
Q4 | $108K | Buy |
1,954
+1,554
| +389% | +$85.9K | 0.07% | 124 |
|
|
2020
Q3 | $22K | Hold |
400
| – | – | 0.02% | 255 |
|
|
2020
Q2 | $22K | Hold |
400
| – | – | 0.02% | 211 |
|
|
2020
Q1 | $21K | Buy |
+400
| New | +$21K | 0.02% | 197 |
|