Financial Connections Group’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 | $3K | Sell |
79
-34,283
| -100% | -$1.3M | ﹤0.01% | 226 |
|
|
2025
Q1 | $1.71M | Sell |
34,362
-17,324
| -34% | -$860K | 0.77% | 28 |
|
|
2024
Q4 | $2.59M | Hold |
51,686
| – | – | 1.25% | 17 |
|
|
2024
Q3 | $2.64M | Sell |
51,686
-1,248
| -2% | -$63.8K | 1.3% | 17 |
|
|
2024
Q2 | $2.65M | Buy |
+52,934
| New | +$2.65M | 1.38% | 18 |
|
|
2024
Q1 | – | Sell |
-46,004
| Closed | -$2.35M | – | 270 |
|
|
2023
Q4 | $2.35M | Buy |
+46,004
| New | +$2.35M | 1.52% | 17 |
|
|
2023
Q3 | – | Sell |
-48,097
| Closed | -$2.42M | – | 238 |
|
|
2023
Q2 | $2.42M | Buy |
48,097
+993
| +2% | +$49.9K | 1.58% | 19 |
|
|
2023
Q1 | $2.39M | Buy |
47,104
+45,212
| +2,390% | +$2.29M | 1.69% | 19 |
|
|
2022
Q4 | $93K | Sell |
1,892
-44,198
| -96% | -$2.17M | 0.07% | 67 |
|
|
2022
Q3 | $2.22M | Sell |
46,090
-2,456
| -5% | -$118K | 1.87% | 18 |
|
|
2022
Q2 | $2.42M | Buy |
48,546
+2,414
| +5% | +$120K | 2.14% | 17 |
|
|
2022
Q1 | $2.38M | Buy |
46,132
+8,198
| +22% | +$423K | 2.39% | 11 |
|
|
2021
Q4 | $2.08M | Buy |
+37,934
| New | +$2.08M | 2.05% | 12 |
|