Focus Partners Wealth’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 | $55.1M | Buy |
1,124,602
+215,489
| +24% | +$10.6M | 0.12% | 173 |
|
|
2025
Q1 | $45.1M | Buy |
909,113
+678,009
| +293% | +$33.6M | 0.11% | 177 |
|
|
2024
Q4 | $11.6M | Buy |
231,104
+33,621
| +17% | +$1.69M | 0.03% | 431 |
|
|
2024
Q3 | $10.1M | Sell |
197,483
-107,809
| -35% | -$5.51M | 0.03% | 405 |
|
|
2024
Q2 | $15.3M | Buy |
305,292
+168,330
| +123% | +$8.43M | 0.05% | 288 |
|
|
2024
Q1 | $6.93M | Sell |
136,962
-649,044
| -83% | -$32.8M | 0.06% | 263 |
|
|
2023
Q4 | $40.1M | Buy |
+786,006
| New | +$40.1M | 0.53% | 43 |
|