EP Wealth Advisors’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
Q2 | $38.7M | Buy |
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|
2025
Q1 | $38.6M | Sell |
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|
2024
Q4 | $40.4M | Buy |
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|
2024
Q3 | $39.5M | Buy |
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|
2024
Q2 | $36.4M | Buy |
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|
2024
Q1 | $35.2M | Buy |
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|
2023
Q4 | $35.4M | Buy |
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|
2023
Q3 | $23.7M | Buy |
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|
2023
Q2 | $22.5M | Buy |
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|
2023
Q1 | $859K | Sell |
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|
2022
Q4 | $21.7M | Buy |
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|
2022
Q3 | $20.4M | Buy |
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|
2022
Q2 | $15.9M | Buy |
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|
2022
Q1 | $2.46M | Buy |
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|
2021
Q4 | $1.39M | Buy |
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|
2021
Q3 | $1.23M | Buy |
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|
2021
Q2 | $1.13M | Buy |
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|
2021
Q1 | $514K | Buy |
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|
2020
Q4 | $405K | Buy |
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|
2020
Q3 | $397K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $386K | Buy |
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|
2019
Q4 | $304K | Buy |
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|
2019
Q3 | $303K | Buy |
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