Farther Finance 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 | $4.24M | Sell |
86,396
-27,572
| -24% | -$1.35M | 0.08% | 216 |
|
2025
Q1 | $5.66M | Sell |
113,968
-999
| -0.9% | -$49.6K | 0.14% | 137 |
|
2024
Q4 | $5.76M | Buy |
114,967
+42,274
| +58% | +$2.12M | 0.21% | 100 |
|
2024
Q3 | $3.72M | Buy |
72,693
+7,099
| +11% | +$363K | 0.14% | 127 |
|
2024
Q2 | $3.28M | Sell |
65,594
-1,354
| -2% | -$67.6K | 0.16% | 109 |
|
2024
Q1 | $3.37M | Buy |
66,948
+6,066
| +10% | +$305K | 0.21% | 93 |
|
2023
Q4 | $3.11M | Buy |
60,882
+22,803
| +60% | +$1.16M | 0.22% | 87 |
|
2023
Q3 | $1.83M | Buy |
38,079
+13,151
| +53% | +$633K | 0.29% | 72 |
|
2023
Q2 | $1.25M | Buy |
24,928
+6,681
| +37% | +$336K | 0.27% | 74 |
|
2023
Q1 | $924K | Buy |
18,247
+14,430
| +378% | +$731K | 0.27% | 73 |
|
2022
Q4 | $189K | Buy |
+3,817
| New | +$189K | 0.07% | 231 |
|