Eldridge Investment 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 | $850K | Sell |
17,387
-5,075
| -23% | -$248K | 0.18% | 85 |
|
|
2025
Q1 | $1.11M | Buy |
22,462
+34
| +0.2% | +$1.68K | 0.26% | 72 |
|
|
2024
Q4 | $1.12M | Sell |
22,428
-12,238
| -35% | -$613K | 0.26% | 72 |
|
|
2024
Q3 | $1.77M | Buy |
34,666
+8,716
| +34% | +$444K | 0.42% | 54 |
|
|
2024
Q2 | $1.3M | Buy |
25,950
+4,913
| +23% | +$246K | 0.33% | 66 |
|
|
2024
Q1 | $1.06M | Buy |
21,037
+5,577
| +36% | +$282K | 0.27% | 79 |
|
|
2023
Q4 | $789K | Sell |
15,460
-3,410
| -18% | -$174K | 0.21% | 88 |
|
|
2023
Q3 | $905K | Buy |
18,870
+3,661
| +24% | +$176K | 0.3% | 66 |
|
|
2023
Q2 | $764K | Buy |
+15,209
| New | +$764K | 0.25% | 69 |
|
|
2022
Q3 | – | Sell |
-26,672
| Closed | -$1.33M | – | 138 |
|
|
2022
Q2 | $1.33M | Sell |
26,672
-10,530
| -28% | -$525K | 0.5% | 39 |
|
|
2022
Q1 | $1.92M | Buy |
37,202
+307
| +0.8% | +$15.8K | 0.65% | 30 |
|
|
2021
Q4 | $2.03M | Sell |
36,895
-2,629
| -7% | -$144K | 0.67% | 25 |
|
|
2021
Q3 | $2.17M | Buy |
39,524
+619
| +2% | +$33.9K | 0.77% | 25 |
|
|
2021
Q2 | $2.15M | Buy |
38,905
+1,928
| +5% | +$106K | 0.78% | 26 |
|
|
2021
Q1 | $2.02M | Sell |
36,977
-558
| -1% | -$30.5K | 0.78% | 25 |
|
|
2020
Q4 | $2.07M | Buy |
37,535
+607
| +2% | +$33.5K | 0.87% | 23 |
|
|
2020
Q3 | $2.01M | Buy |
36,928
+5,544
| +18% | +$301K | 0.94% | 20 |
|
|
2020
Q2 | $1.7M | Buy |
31,384
+288
| +0.9% | +$15.6K | 0.84% | 23 |
|
|
2020
Q1 | $1.64M | Buy |
31,096
+9,493
| +44% | +$501K | 0.93% | 22 |
|
|
2019
Q4 | $1.16M | Buy |
21,603
+11,782
| +120% | +$631K | 0.57% | 32 |
|
|
2019
Q3 | $526K | Buy |
+9,821
| New | +$526K | 0.27% | 53 |
|