Everhart Financial Group’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.65M | Sell |
33,674
-2,422
| -7% | -$119K | 0.19% | 74 |
|
|
2025
Q1 | $1.79M | Buy |
36,096
+1,890
| +6% | +$93.8K | 0.24% | 54 |
|
|
2024
Q4 | $1.71M | Sell |
34,206
-2,214
| -6% | -$111K | 0.35% | 50 |
|
|
2024
Q3 | $1.86M | Sell |
36,420
-1,344
| -4% | -$68.7K | 0.41% | 45 |
|
|
2024
Q2 | $1.89M | Sell |
37,764
-447
| -1% | -$22.4K | 0.49% | 37 |
|
|
2024
Q1 | $1.93M | Sell |
38,211
-611
| -2% | -$30.9K | 0.56% | 36 |
|
|
2023
Q4 | $1.98M | Buy |
38,822
+7,151
| +23% | +$365K | 0.7% | 33 |
|
|
2023
Q3 | $1.52M | Buy |
31,671
+683
| +2% | +$32.9K | 0.65% | 33 |
|
|
2023
Q2 | $1.56M | Sell |
30,988
-1,455
| -4% | -$73.1K | 0.64% | 33 |
|
|
2023
Q1 | $1.64M | Buy |
32,443
+2,073
| +7% | +$105K | 0.74% | 30 |
|
|
2022
Q4 | $1.5M | Buy |
30,370
+15,472
| +104% | +$766K | 0.75% | 30 |
|
|
2022
Q3 | $717K | Buy |
14,898
+3,664
| +33% | +$176K | 0.4% | 48 |
|
|
2022
Q2 | $561K | Sell |
11,234
-37,334
| -77% | -$1.86M | 0.34% | 65 |
|
|
2022
Q1 | $2.5M | Buy |
48,568
+41,837
| +622% | +$2.16M | 1.45% | 19 |
|
|
2021
Q4 | $370K | Buy |
6,731
+97
| +1% | +$5.33K | 0.22% | 84 |
|
|
2021
Q3 | $363K | Sell |
6,634
-2,835
| -30% | -$155K | 0.25% | 71 |
|
|
2021
Q2 | $524K | Sell |
9,469
-646
| -6% | -$35.7K | 0.36% | 53 |
|
|
2021
Q1 | $553K | Sell |
10,115
-33
| -0.3% | -$1.8K | 0.49% | 42 |
|
|
2020
Q4 | $560K | Buy |
+10,148
| New | +$560K | 0.52% | 39 |
|