Financial Life 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 | $3.78M | Buy |
77,170
+3,305
| +4% | +$162K | 1.29% | 19 |
|
|
2025
Q1 | $3.67M | Sell |
73,865
-11,336
| -13% | -$562K | 1.37% | 19 |
|
|
2024
Q4 | $4.27M | Buy |
85,201
+929
| +1% | +$46.6K | 1.6% | 18 |
|
|
2024
Q3 | $4.31M | Sell |
84,272
-878
| -1% | -$44.9K | 1.63% | 18 |
|
|
2024
Q2 | $4.27M | Buy |
85,150
+1,238
| +1% | +$62K | 1.73% | 18 |
|
|
2024
Q1 | $4.25M | Sell |
83,912
-938
| -1% | -$47.5K | 1.78% | 18 |
|
|
2023
Q4 | $4.33M | Sell |
84,850
-8,784
| -9% | -$448K | 1.86% | 18 |
|
|
2023
Q3 | $4.5M | Sell |
93,634
-5,280
| -5% | -$254K | 1.94% | 15 |
|
|
2023
Q2 | $4.97M | Buy |
98,914
+50,170
| +103% | +$2.52M | 2.07% | 15 |
|
|
2023
Q1 | $2.47M | Buy |
48,744
+8,632
| +22% | +$437K | 1.06% | 26 |
|
|
2022
Q4 | $1.99M | Buy |
+40,112
| New | +$1.99M | 0.92% | 28 |
|