Envestnet Portfolio Solutions’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 | $3.58M | Sell |
72,943
-10,727
| -13% | -$526K | 0.01% | 427 |
|
|
2025
Q1 | $4.15M | Sell |
83,670
-130,080
| -61% | -$6.45M | 0.02% | 409 |
|
|
2024
Q4 | $10.7M | Sell |
213,750
-96,717
| -31% | -$4.85M | 0.04% | 233 |
|
|
2024
Q3 | $15.9M | Sell |
310,467
-30,872
| -9% | -$1.58M | 0.05% | 180 |
|
|
2024
Q2 | $17.1M | Buy |
341,339
+43,298
| +15% | +$2.17M | 0.06% | 161 |
|
|
2024
Q1 | $15.1M | Sell |
298,041
-192,160
| -39% | -$9.72M | 0.06% | 176 |
|
|
2023
Q4 | $25M | Buy |
490,201
+236,485
| +93% | +$12.1M | 0.1% | 107 |
|
|
2023
Q3 | $12.2M | Buy |
+253,716
| New | +$12.2M | 0.06% | 163 |
|