EverSource Wealth Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.14M | Buy |
84,373
+37,522
| +80% | +$1.84M | 0.19% | 106 |
|
|
2025
Q1 | $2.32M | Buy |
46,851
+10,200
| +28% | +$506K | 0.13% | 137 |
|
|
2024
Q4 | $1.84M | Buy |
36,651
+14,807
| +68% | +$742K | 0.1% | 159 |
|
|
2024
Q3 | $1.12M | Sell |
21,844
-501
| -2% | -$25.6K | 0.07% | 202 |
|
|
2024
Q2 | $1.13M | Buy |
22,345
+1,116
| +5% | +$56.5K | 0.08% | 201 |
|
|
2024
Q1 | $1.06M | Buy |
21,229
+3,318
| +19% | +$165K | 0.08% | 181 |
|
|
2023
Q4 | $914K | Buy |
17,911
+1,384
| +8% | +$70.7K | 0.08% | 172 |
|
|
2023
Q3 | $795K | Sell |
16,527
-2,346
| -12% | -$113K | 0.08% | 174 |
|
|
2023
Q2 | $948K | Sell |
18,873
-6,432
| -25% | -$323K | 0.1% | 162 |
|
|
2023
Q1 | $1.28M | Buy |
25,305
+23,314
| +1,171% | +$1.18M | 0.16% | 120 |
|
|
2022
Q4 | $98.6K | Hold |
1,991
| – | – | 0.01% | 513 |
|
|
2022
Q3 | $96K | Buy |
1,991
+181
| +10% | +$8.73K | 0.02% | 439 |
|
|
2022
Q2 | $90K | Buy |
1,810
+1,735
| +2,313% | +$86.3K | 0.02% | 408 |
|
|
2022
Q1 | $4K | Hold |
75
| – | – | ﹤0.01% | 1367 |
|
|
2021
Q4 | $4K | Buy |
+75
| New | +$4K | ﹤0.01% | 1368 |
|