Essex Financial Services’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 | $397K | Sell |
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|
2025
Q2 | $397K | Sell |
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|
2025
Q1 | $539K | Sell |
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|
2024
Q4 | $574K | Hold |
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|
2024
Q3 | $578K | Hold |
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|
2024
Q2 | $579K | Buy |
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|
2024
Q1 | $327K | Buy |
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|
2023
Q4 | $285K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $312K | Buy |
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|
2021
Q3 | $287K | Hold |
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|
2021
Q2 | $286K | Hold |
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|
2021
Q1 | $286K | Hold |
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|
2020
Q4 | $289K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $245K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $247K | Buy |
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