First Heartland Consultants’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 | $439K | Sell |
8,949
-13
| -0.1% | -$637 | 0.04% | 298 |
|
|
2025
Q1 | $445K | Sell |
8,962
-1,033
| -10% | -$51.3K | 0.05% | 259 |
|
|
2024
Q4 | $501K | Sell |
9,995
-88
| -0.9% | -$4.41K | 0.05% | 233 |
|
|
2024
Q3 | $515K | Sell |
10,083
-11,768
| -54% | -$601K | 0.06% | 238 |
|
|
2024
Q2 | $1.1K | Buy |
21,851
+7,430
| +52% | +$372 | 0.08% | 161 |
|
|
2024
Q1 | $730K | Buy |
14,421
+5,498
| +62% | +$278K | 0.08% | 201 |
|
|
2023
Q4 | $456K | Sell |
8,923
-6,687
| -43% | -$342K | 0.06% | 224 |
|
|
2023
Q3 | $751K | Sell |
15,610
-22,871
| -59% | -$1.1M | 0.09% | 166 |
|
|
2023
Q2 | $1.93M | Buy |
38,481
+5,145
| +15% | +$258K | 0.25% | 90 |
|
|
2023
Q1 | $1.69M | Buy |
33,336
+3,920
| +13% | +$199K | 0.25% | 97 |
|
|
2022
Q4 | $1.46M | Buy |
29,416
+24,162
| +460% | +$1.2M | 0.23% | 99 |
|
|
2022
Q3 | $252 | Hold |
5,254
| – | – | 0.02% | 293 |
|
|
2022
Q2 | $262K | Buy |
5,254
+359
| +7% | +$17.9K | 0.04% | 284 |
|
|
2022
Q1 | $252K | Hold |
4,895
| – | – | 0.04% | 291 |
|
|
2021
Q4 | $268 | Buy |
4,895
+14
| +0.3% | +$1 | 0.01% | 298 |
|
|
2021
Q3 | $267K | Sell |
4,881
-200
| -4% | -$10.9K | 0.04% | 306 |
|
|
2021
Q2 | $281K | Buy |
5,081
+200
| +4% | +$11.1K | 0.04% | 299 |
|
|
2021
Q1 | $267K | Hold |
4,881
| – | – | 0.04% | 308 |
|
|
2020
Q4 | $269K | Hold |
4,881
| – | – | 0.04% | 266 |
|
|
2020
Q3 | $266K | Hold |
4,881
| – | – | 0.05% | 228 |
|
|
2020
Q2 | $264K | Hold |
4,881
| – | – | 0.05% | 227 |
|
|
2020
Q1 | $258K | Buy |
4,881
+1,029
| +27% | +$54.4K | 0.07% | 208 |
|
|
2019
Q4 | $206K | Buy |
3,852
+47
| +1% | +$2.51K | 0.04% | 283 |
|
|
2019
Q3 | $204K | Hold |
3,805
| – | – | 0.04% | 278 |
|
|
2019
Q2 | $202K | Sell |
3,805
-60
| -2% | -$3.19K | 0.05% | 275 |
|
|
2019
Q1 | $202K | Sell |
3,865
-479
| -11% | -$25K | 0.06% | 267 |
|
|
2018
Q4 | $222K | Hold |
4,344
| – | – | 0.08% | 212 |
|
|
2018
Q3 | $219K | Hold |
4,344
| – | – | 0.07% | 236 |
|
|
2018
Q2 | $221K | Hold |
4,344
| – | – | 0.08% | 219 |
|
|
2018
Q1 | $221K | Buy |
4,344
+116
| +3% | +$5.9K | 0.07% | 246 |
|
|
2017
Q4 | $218K | Sell |
4,228
-87
| -2% | -$4.49K | 0.07% | 253 |
|
|
2017
Q3 | $223K | Buy |
4,315
+386
| +10% | +$19.9K | 0.05% | 308 |
|
|
2017
Q2 | $202K | Buy |
+3,929
| New | +$202K | 0.05% | 323 |
|