Drive Wealth Management’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
Q1 | – | Sell |
-33,402
| Closed | -$1.67M | – | 389 |
|
2024
Q4 | $1.67M | Buy |
33,402
+432
| +1% | +$21.7K | 0.41% | 44 |
|
2024
Q3 | $1.69M | Sell |
32,970
-4,396
| -12% | -$225K | 0.44% | 39 |
|
2024
Q2 | $1.87M | Sell |
37,366
-1,278
| -3% | -$64K | 0.51% | 35 |
|
2024
Q1 | $1.96M | Buy |
38,644
+1,284
| +3% | +$65K | 0.55% | 31 |
|
2023
Q4 | $1.91M | Buy |
37,360
+15,913
| +74% | +$812K | 0.62% | 28 |
|
2023
Q3 | $1.03M | Buy |
21,447
+14,629
| +215% | +$704K | 0.38% | 58 |
|
2023
Q2 | $342K | Buy |
6,818
+1,752
| +35% | +$88K | 0.13% | 153 |
|
2023
Q1 | $257K | Sell |
5,066
-569
| -10% | -$28.8K | 0.11% | 208 |
|
2022
Q4 | $279K | Sell |
5,635
-131
| -2% | -$6.48K | 0.14% | 167 |
|
2022
Q3 | $278K | Buy |
5,766
+26
| +0.5% | +$1.25K | 0.26% | 115 |
|
2022
Q2 | $287K | Buy |
+5,740
| New | +$287K | 0.26% | 111 |
|