EFG
Erickson Financial Group’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $356K | Hold |
7,261
| – | – | 0.24% | 19 |
|
|
2025
Q1 | $360K | Hold |
7,261
| – | – | 0.27% | 19 |
|
|
2024
Q4 | $364K | Sell |
7,261
-67
| -0.9% | -$3.36K | 0.26% | 19 |
|
|
2024
Q3 | $375K | Buy |
7,328
+67
| +0.9% | +$3.43K | 0.27% | 20 |
|
|
2024
Q2 | $364K | Hold |
7,261
| – | – | 0.28% | 19 |
|
|
2024
Q1 | $367K | Sell |
7,261
-1,978
| -21% | -$100K | 0.29% | 20 |
|
|
2023
Q4 | $472K | Hold |
9,239
| – | – | 0.39% | 17 |
|
|
2023
Q3 | $444K | Hold |
9,239
| – | – | 0.42% | 17 |
|
|
2023
Q2 | $464K | Hold |
9,239
| – | – | 0.42% | 18 |
|
|
2023
Q1 | $468K | Hold |
9,239
| – | – | 0.46% | 18 |
|
|
2022
Q4 | $457K | Sell |
9,239
-957
| -9% | -$47.4K | 0.49% | 18 |
|
|
2022
Q3 | $491K | Sell |
10,196
-295
| -3% | -$14.2K | 0.55% | 19 |
|
|
2022
Q2 | $524K | Sell |
10,491
-600
| -5% | -$30K | 0.56% | 18 |
|
|
2022
Q1 | $572K | Hold |
11,091
| – | – | 0.51% | 17 |
|
|
2021
Q4 | $609K | Buy |
+11,091
| New | +$609K | 0.52% | 18 |
|