Everhart 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
Q3 | $1.61M | Sell |
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|
2025
Q2 | $1.65M | Sell |
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|
2025
Q1 | $1.79M | Buy |
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|
2024
Q4 | $1.71M | Sell |
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|
2024
Q3 | $1.86M | Sell |
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|
2024
Q2 | $1.89M | Sell |
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|
2024
Q1 | $1.93M | Sell |
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|
2023
Q4 | $1.98M | Buy |
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|
2023
Q3 | $1.52M | Buy |
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|
2023
Q2 | $1.56M | Sell |
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|
2023
Q1 | $1.64M | Buy |
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|
2022
Q4 | $1.5M | Buy |
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|
2022
Q3 | $717K | Buy |
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|
2022
Q2 | $561K | Sell |
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|
2022
Q1 | $2.5M | Buy |
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|
2021
Q4 | $370K | Buy |
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|
2021
Q3 | $363K | Sell |
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|
2021
Q2 | $524K | Sell |
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|
2021
Q1 | $553K | Sell |
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|
2020
Q4 | $560K | Buy |
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