Erickson Financial Group’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 | $356K | Hold |
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|
2025
Q1 | $360K | Hold |
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|
2024
Q4 | $364K | Sell |
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|
2024
Q3 | $375K | Buy |
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|
2024
Q2 | $364K | Hold |
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|
2024
Q1 | $367K | Sell |
|
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|
2023
Q4 | $472K | Hold |
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|
2023
Q3 | $444K | Hold |
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|
2023
Q2 | $464K | Hold |
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|
2023
Q1 | $468K | Hold |
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|
2022
Q4 | $457K | Sell |
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|
2022
Q3 | $491K | Sell |
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|
2022
Q2 | $524K | Sell |
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|
2022
Q1 | $572K | Hold |
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|
2021
Q4 | $609K | Buy |
|