Financial Architects (Georgia)’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 | $1.91M | Buy |
38,925
+1,310
| +3% | +$64.2K | 1.16% | 15 |
|
2025
Q1 | $1.87M | Buy |
37,615
+8,260
| +28% | +$410K | 1.19% | 14 |
|
2024
Q4 | $1.47M | Buy |
29,355
+1,775
| +6% | +$89K | 0.94% | 15 |
|
2024
Q3 | $1.41M | Buy |
27,580
+1,235
| +5% | +$63.1K | 0.91% | 14 |
|
2024
Q2 | $1.32M | Buy |
26,345
+1,860
| +8% | +$93.2K | 0.9% | 14 |
|
2024
Q1 | $1.24M | Sell |
24,485
-4,960
| -17% | -$251K | 0.86% | 14 |
|
2023
Q4 | $1.5M | Buy |
+29,445
| New | +$1.5M | 1.18% | 14 |
|