FDx Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.55M | Sell |
51,071
-2,515
| -5% | -$127K | 0.81% | 36 |
|
|
2025
Q4 | $2.69M | Buy |
53,586
+2,851
| +6% | +$143K | 1.37% | 20 |
|
|
2025
Q3 | $2.56M | Buy |
50,735
+1,835
| +4% | +$90.2K | 0.77% | 36 |
|
|
2025
Q2 | $2.4M | Buy |
48,900
+218
| +0.4% | +$10.6K | 0.73% | 36 |
|
|
2025
Q1 | $2.42M | Sell |
48,682
-3,180
| -6% | -$159K | 0.79% | 34 |
|
|
2024
Q4 | $2.6M | Buy |
51,862
+1,815
| +4% | +$91.8K | 0.76% | 36 |
|
|
2024
Q3 | $2.56M | Sell |
50,047
-1,155
| -2% | -$58.5K | 0.7% | 38 |
|
|
2024
Q2 | $2.57M | Sell |
51,202
-2,510
| -5% | -$126K | 0.71% | 37 |
|
|
2024
Q1 | $2.72M | Sell |
53,712
-647
| -1% | -$32.8K | 0.41% | 71 |
|
|
2023
Q4 | $2.77M | Sell |
54,359
-3,108
| -5% | -$152K | 0.21% | 110 |
|
|
2023
Q3 | $2.76M | Sell |
57,467
-2,959
| -5% | -$147K | 0.23% | 106 |
|
|
2023
Q2 | $3.04M | Sell |
60,426
-9,558
| -14% | -$480K | 0.17% | 143 |
|
|
2023
Q1 | $3.46M | Hold |
69,984
| – | – | 0.15% | 143 |
|
|
2022
Q4 | $3.46M | Sell |
69,984
-3,226
| -4% | -$158K | 0.15% | 143 |
|
|
2022
Q3 | $3.52M | Sell |
73,210
-4,448
| -6% | -$222K | 0.16% | 129 |
|
|
2022
Q2 | $3.88M | Sell |
77,658
-3,680
| -5% | -$184K | 0.15% | 139 |
|
|
2022
Q1 | $4.19M | Sell |
81,338
-3,668
| -4% | -$195K | 0.14% | 131 |
|
|
2021
Q4 | $4.67M | Sell |
85,006
-2,690
| -3% | -$147K | 0.13% | 133 |
|
|
2021
Q3 | $4.8M | Sell |
87,696
-2,649
| -3% | -$146K | 0.15% | 117 |
|
|
2021
Q2 | $5M | Sell |
90,345
-3,855
| -4% | -$212K | 0.17% | 115 |
|
|
2021
Q1 | $5.15M | Sell |
94,200
-4,326
| -4% | -$238K | 0.19% | 103 |
|
|
2020
Q4 | $5.44M | Sell |
98,526
-6,699
| -6% | -$366K | 0.22% | 95 |
|
|
2020
Q3 | $5.73M | Sell |
105,225
-3,960
| -4% | -$216K | 0.27% | 85 |
|
|
2020
Q2 | $5.91M | Sell |
109,185
-3,934
| -3% | -$210K | 0.31% | 75 |
|
|
2020
Q1 | $5.98M | Sell |
113,119
-11,725
| -9% | -$628K | 0.39% | 63 |
|
|
2019
Q4 | $6.68M | Sell |
124,844
-6,372
| -5% | -$341K | 0.37% | 66 |
|
|
2019
Q3 | $7.04M | Sell |
131,216
-13,416
| -9% | -$719K | 0.49% | 53 |
|
|
2019
Q2 | $7.68M | Buy |
+144,632
| New | +$7.6M | 0.3% | 74 |
|
|
2018
Q4 | – | Sell |
-12,160
| Closed | -$614K | – | 818 |
|
|
2018
Q3 | $614K | Sell |
12,160
-46,680
| -79% | -$2.38M | 0.02% | 466 |
|
|
2018
Q2 | $3M | Sell |
58,840
-11,406
| -16% | -$579K | 0.11% | 151 |
|
|
2018
Q1 | $3.57M | Sell |
70,246
-195
| -0.3% | -$9.94K | 0.11% | 158 |
|
|
2017
Q4 | $3.64M | Sell |
70,441
-4,071
| -5% | -$210K | 0.1% | 172 |
|
|
2017
Q3 | $3.85M | Sell |
74,512
-1,225
| -2% | -$63.3K | 0.11% | 159 |
|
|
2017
Q2 | $3.89M | Buy |
75,737
+11,766
| +18% | +$602K | 0.12% | 151 |
|
|
2017
Q1 | $3.24M | Buy |
63,971
+2,232
| +4% | +$112K | 0.1% | 193 |
|
|
2016
Q4 | $3.1M | Buy |
61,739
+4,330
| +8% | +$220K | 0.09% | 208 |
|
|
2016
Q3 | $3M | Buy |
57,409
+15,512
| +37% | +$814K | 0.12% | 136 |
|
|
2016
Q2 | $2.21M | Sell |
41,897
-13,163
| -24% | -$684K | 0.1% | 184 |
|
|
2016
Q1 | $2.83M | Buy |
55,060
+3,978
| +8% | +$204K | 0.13% | 133 |
|
|
2015
Q4 | $2.6M | Buy |
+51,082
| New | +$2.58M | 0.12% | 142 |
|