Financial Perspectives’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 | $179K | Hold |
3,661
| – | – | 0.05% | 159 |
|
|
2025
Q1 | $182K | Hold |
3,661
| – | – | 0.06% | 150 |
|
|
2024
Q4 | $184K | Sell |
3,661
-1,000
| -21% | -$50.1K | 0.06% | 148 |
|
|
2024
Q3 | $238K | Hold |
4,661
| – | – | 0.08% | 128 |
|
|
2024
Q2 | $234K | Hold |
4,661
| – | – | 0.09% | 129 |
|
|
2024
Q1 | $236K | Sell |
4,661
-1,842
| -28% | -$93.2K | 0.09% | 127 |
|
|
2023
Q4 | $332K | Buy |
6,503
+1,870
| +40% | +$95.5K | 0.13% | 93 |
|
|
2023
Q3 | $223K | Hold |
4,633
| – | – | 0.1% | 114 |
|
|
2023
Q2 | $233K | Sell |
4,633
-5,773
| -55% | -$290K | 0.1% | 118 |
|
|
2023
Q1 | $527K | Buy |
10,406
+1,023
| +11% | +$51.8K | 0.25% | 62 |
|
|
2022
Q4 | $464K | Buy |
9,383
+8,560
| +1,040% | +$424K | 0.24% | 62 |
|
|
2022
Q3 | $39.6K | Buy |
823
+405
| +97% | +$19.5K | 0.02% | 264 |
|
|
2022
Q2 | $20.9K | Hold |
418
| – | – | 0.01% | 341 |
|
|
2022
Q1 | $21.5K | Buy |
+418
| New | +$21.5K | 0.01% | 361 |
|