Evolution Advisers’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 | $777K | Buy |
15,860
+103
| +0.7% | +$5.05K | 0.38% | 21 |
|
|
2025
Q1 | $781K | Sell |
15,757
-4,212
| -21% | -$209K | 0.41% | 20 |
|
|
2024
Q4 | $1M | Hold |
19,969
| – | – | 0.55% | 21 |
|
|
2024
Q3 | $1.02M | Buy |
19,969
+375
| +2% | +$19.2K | 0.56% | 20 |
|
|
2024
Q2 | $981K | Hold |
19,594
| – | – | 0.56% | 20 |
|
|
2024
Q1 | $992K | Sell |
19,594
-294
| -1% | -$14.9K | 0.59% | 19 |
|
|
2023
Q4 | $1.01M | Buy |
19,888
+7,884
| +66% | +$401K | 0.65% | 19 |
|
|
2023
Q3 | $577K | Hold |
12,004
| – | – | 0.42% | 18 |
|
|
2023
Q2 | $602K | Buy |
12,004
+1,003
| +9% | +$50.3K | 0.42% | 19 |
|
|
2023
Q1 | $557K | Buy |
11,001
+7,264
| +194% | +$368K | 0.4% | 19 |
|
|
2022
Q4 | $184K | Buy |
+3,737
| New | +$184K | 0.14% | 34 |
|