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Fiducient 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 | $568K | Sell |
11,581
-191
| -2% | -$9.37K | 0.07% | 91 |
|
2025
Q1 | $584K | Buy |
11,772
+930
| +9% | +$46.1K | 0.07% | 88 |
|
2024
Q4 | $544K | Sell |
10,842
-7,957
| -42% | -$399K | 0.07% | 94 |
|
2024
Q3 | $961K | Hold |
18,799
| – | – | 0.11% | 71 |
|
2024
Q2 | $942K | Buy |
18,799
+243
| +1% | +$12.2K | 0.13% | 65 |
|
2024
Q1 | $939K | Sell |
18,556
-372
| -2% | -$18.8K | 0.19% | 53 |
|
2023
Q4 | $966K | Sell |
18,928
-2,982
| -14% | -$152K | 0.18% | 44 |
|
2023
Q3 | $1.05M | Sell |
21,910
-142
| -0.6% | -$6.83K | 0.06% | 41 |
|
2023
Q2 | $1.11M | Sell |
22,052
-270
| -1% | -$13.6K | 0.34% | 20 |
|
2023
Q1 | $1.13M | Buy |
22,322
+3,354
| +18% | +$170K | 0.37% | 21 |
|
2022
Q4 | $939K | Buy |
+18,968
| New | +$939K | 0.28% | 50 |
|