DIA
Davidson Investment Advisors’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 | $17.7M | Buy |
361,298
+14,433
| +4% | +$708K | 0.8% | 54 |
|
|
2025
Q1 | $17.2M | Buy |
346,865
+1,262
| +0.4% | +$62.6K | 0.85% | 51 |
|
|
2024
Q4 | $17.3M | Buy |
345,603
+42,623
| +14% | +$2.14M | 0.84% | 49 |
|
|
2024
Q3 | $15.5M | Buy |
302,980
+62,686
| +26% | +$3.2M | 0.75% | 60 |
|
|
2024
Q2 | $12M | Buy |
240,294
+35,932
| +18% | +$1.8M | 0.62% | 72 |
|
|
2024
Q1 | $10.3M | Buy |
204,362
+48,635
| +31% | +$2.46M | 0.54% | 76 |
|
|
2023
Q4 | $7.95M | Buy |
155,727
+4,427
| +3% | +$226K | 0.46% | 76 |
|
|
2023
Q3 | $7.28M | Sell |
151,300
-3,787
| -2% | -$182K | 0.46% | 76 |
|
|
2023
Q2 | $7.79M | Buy |
155,087
+55,998
| +57% | +$2.81M | 0.49% | 75 |
|
|
2023
Q1 | $5.02M | Buy |
+99,089
| New | +$5.02M | 0.33% | 82 |
|
|
2022
Q1 | – | Sell |
-19,460
| Closed | -$1.07M | – | 106 |
|
|
2021
Q4 | $1.07M | Buy |
+19,460
| New | +$1.07M | 0.08% | 78 |
|