DHJJ Financial Advisors’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 | $44.4K | Sell |
905
-1,475
| -62% | -$72.4K | 0.02% | 362 |
|
|
2025
Q1 | $118K | Sell |
2,380
-6,897
| -74% | -$342K | 0.05% | 201 |
|
|
2024
Q4 | $465K | Sell |
9,277
-3,828
| -29% | -$192K | 0.18% | 92 |
|
|
2024
Q3 | $670K | Sell |
13,105
-1,945
| -13% | -$99.4K | 0.27% | 70 |
|
|
2024
Q2 | $754K | Buy |
15,050
+239
| +2% | +$12K | 0.32% | 61 |
|
|
2024
Q1 | $749K | Buy |
14,811
+250
| +2% | +$12.7K | 0.33% | 55 |
|
|
2023
Q4 | $743K | Buy |
14,561
+14,551
| +145,510% | +$743K | 0.35% | 50 |
|
|
2023
Q3 | $481 | Buy |
+10
| New | +$481 | ﹤0.01% | 622 |
|