Financial Network Wealth Management’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
Q1 | $709K | Sell |
14,294
-7,244
| -34% | -$359K | 0.25% | 54 |
|
|
2024
Q4 | $1.08M | Sell |
21,538
-145
| -0.7% | -$7.26K | 0.39% | 45 |
|
|
2024
Q3 | $1.11M | Buy |
21,683
+9
| +0% | +$460 | 0.4% | 46 |
|
|
2024
Q2 | $1.09M | Hold |
21,674
| – | – | 0.41% | 46 |
|
|
2024
Q1 | $1.09M | Sell |
21,674
-2,435
| -10% | -$122K | 0.52% | 34 |
|
|
2023
Q4 | $1.23M | Buy |
24,109
+7,170
| +42% | +$366K | 0.53% | 39 |
|
|
2023
Q3 | $810K | Hold |
16,939
| – | – | 0.4% | 43 |
|
|
2023
Q2 | $849K | Buy |
16,939
+3,707
| +28% | +$186K | 0.39% | 43 |
|
|
2023
Q1 | $670K | Hold |
13,232
| – | – | 0.33% | 51 |
|
|
2022
Q4 | $655K | Sell |
13,232
-2,041
| -13% | -$101K | 0.35% | 48 |
|
|
2022
Q3 | $735K | Hold |
15,273
| – | – | 0.46% | 38 |
|
|
2022
Q2 | $762K | Buy |
15,273
+3,041
| +25% | +$152K | 0.46% | 37 |
|
|
2022
Q1 | $631K | Buy |
12,232
+54
| +0.4% | +$2.79K | 0.33% | 39 |
|
|
2021
Q4 | $669K | Buy |
12,178
+1,731
| +17% | +$95.1K | 0.34% | 38 |
|
|
2021
Q3 | $572K | Hold |
10,447
| – | – | 0.33% | 37 |
|
|
2021
Q2 | $578K | Buy |
10,447
+497
| +5% | +$27.5K | 0.34% | 37 |
|
|
2021
Q1 | $544K | Hold |
9,950
| – | – | 0.36% | 36 |
|
|
2020
Q4 | $549K | Buy |
+9,950
| New | +$549K | 0.43% | 35 |
|