Evernest Financial Advisors’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 | $966K | Buy |
19,695
+1,167
| +6% | +$57.2K | 0.31% | 66 |
|
|
2025
Q1 | $919K | Sell |
18,528
-230
| -1% | -$11.4K | 0.33% | 70 |
|
|
2024
Q4 | $940K | Buy |
18,758
+635
| +4% | +$31.8K | 0.24% | 70 |
|
|
2024
Q3 | $926K | Buy |
18,123
+692
| +4% | +$35.4K | 0.25% | 67 |
|
|
2024
Q2 | $873K | Sell |
17,431
-1,644
| -9% | -$82.4K | 0.39% | 59 |
|
|
2024
Q1 | $953K | Buy |
19,075
+9,027
| +90% | +$451K | 0.45% | 50 |
|
|
2023
Q4 | $513K | Buy |
+10,048
| New | +$513K | 0.26% | 84 |
|
|
2021
Q4 | $641K | Buy |
+12,661
| New | +$641K | 0.33% | 68 |
|