DI
Disciplined Investments’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 | $990K | Buy |
20,183
+4,172
| +26% | +$205K | 0.42% | 53 |
|
|
2025
Q1 | $794K | Buy |
16,011
+6,900
| +76% | +$342K | 0.36% | 60 |
|
|
2024
Q4 | $457K | Buy |
9,111
+1,004
| +12% | +$50.3K | 0.23% | 86 |
|
|
2024
Q3 | $414K | Buy |
8,107
+934
| +13% | +$47.7K | 0.2% | 87 |
|
|
2024
Q2 | $359K | Buy |
7,173
+1,042
| +17% | +$52.2K | 0.19% | 91 |
|
|
2024
Q1 | $310K | Buy |
6,131
+637
| +12% | +$32.2K | 0.17% | 99 |
|
|
2023
Q4 | $280K | Sell |
5,494
-5,985
| -52% | -$306K | 0.16% | 95 |
|
|
2023
Q3 | $552K | Buy |
11,479
+117
| +1% | +$5.63K | 0.34% | 70 |
|
|
2023
Q2 | $571K | Buy |
11,362
+1,875
| +20% | +$94.2K | 0.3% | 71 |
|
|
2023
Q1 | $481K | Buy |
9,487
+3,424
| +56% | +$173K | 0.2% | 87 |
|
|
2022
Q4 | $300K | Sell |
6,063
-15,212
| -72% | -$753K | 0.15% | 101 |
|
|
2022
Q3 | $1.02M | Sell |
21,275
-4,783
| -18% | -$230K | 0.47% | 55 |
|
|
2022
Q2 | $1.3M | Buy |
26,058
+531
| +2% | +$26.5K | 0.59% | 46 |
|
|
2022
Q1 | $1.32M | Buy |
25,527
+3,189
| +14% | +$164K | 0.54% | 49 |
|
|
2021
Q4 | $1.23M | Buy |
22,338
+9,857
| +79% | +$541K | 0.54% | 49 |
|
|
2021
Q3 | $684K | Buy |
12,481
+689
| +6% | +$37.8K | 0.33% | 68 |
|
|
2021
Q2 | $652K | Buy |
11,792
+1,807
| +18% | +$99.9K | 0.33% | 71 |
|
|
2021
Q1 | $546K | Buy |
9,985
+203
| +2% | +$11.1K | 0.32% | 71 |
|
|
2020
Q4 | $540K | Buy |
9,782
+4,162
| +74% | +$230K | 0.36% | 61 |
|
|
2020
Q3 | $306K | Buy |
5,620
+3,931
| +233% | +$214K | 0.23% | 78 |
|
|
2020
Q2 | $91K | Buy |
1,689
+763
| +82% | +$41.1K | 0.07% | 124 |
|
|
2020
Q1 | $49K | Buy |
926
+505
| +120% | +$26.7K | 0.05% | 157 |
|
|
2019
Q4 | $23K | Buy |
+421
| New | +$23K | 0.02% | 233 |
|