Ellis Investment Partners’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $440K | Buy |
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|
2025
Q2 | $421K | Buy |
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|
2025
Q1 | $418K | Buy |
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|
2024
Q4 | $419K | Buy |
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|
2024
Q3 | $423K | Sell |
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|
2024
Q2 | $451K | Buy |
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|
2024
Q1 | $434K | Buy |
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|
2023
Q4 | $432K | Buy |
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|
2023
Q3 | $379K | Buy |
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|
2023
Q2 | $376K | Buy |
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|
2023
Q1 | $376K | Buy |
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|
2022
Q4 | $316K | Buy |
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|
2022
Q3 | $63K | Buy |
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|
2022
Q2 | $65K | Buy |
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|
2022
Q1 | $66K | Buy |
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|
2021
Q4 | $71K | Buy |
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|
2021
Q3 | $70K | Buy |
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|
2021
Q2 | $70K | Buy |
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|
2021
Q1 | $70K | Buy |
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|
2020
Q4 | $70K | Buy |
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|
2020
Q3 | $68K | Buy |
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|
2020
Q2 | $68K | Buy |
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