FCA
FLC Capital Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $699K | Buy |
14,250
+1,537
| +12% | +$75.4K | 0.14% | 93 |
|
|
2025
Q1 | $631K | Sell |
12,713
-1,092
| -8% | -$54.2K | 0.14% | 96 |
|
|
2024
Q4 | $692K | Buy |
13,805
+1,024
| +8% | +$51.3K | 0.16% | 89 |
|
|
2024
Q3 | $653K | Buy |
12,781
+853
| +7% | +$43.6K | 0.15% | 88 |
|
|
2024
Q2 | $598K | Sell |
11,928
-27,028
| -69% | -$1.35M | 0.15% | 87 |
|
|
2024
Q1 | $1.97M | Sell |
38,956
-784
| -2% | -$39.7K | 0.5% | 40 |
|
|
2023
Q4 | $2.03M | Buy |
39,740
+1,161
| +3% | +$59.3K | 0.55% | 39 |
|
|
2023
Q3 | $1.86M | Buy |
38,579
+1,684
| +5% | +$81K | 0.56% | 40 |
|
|
2023
Q2 | $1.85M | Buy |
36,895
+128
| +0.3% | +$6.43K | 0.54% | 42 |
|
|
2023
Q1 | $1.86M | Buy |
36,767
+3,389
| +10% | +$172K | 0.57% | 42 |
|
|
2022
Q4 | $1.65M | Buy |
+33,378
| New | +$1.65M | 0.51% | 45 |
|