Forum Financial 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
Q2 | $9.06M | Buy |
184,815
+127,213
| +221% | +$6.24M | 0.14% | 37 |
|
|
2025
Q1 | $2.86M | Sell |
57,602
-74,973
| -57% | -$3.72M | 0.05% | 83 |
|
|
2024
Q4 | $6.65M | Buy |
132,575
+121,893
| +1,141% | +$6.11M | 0.11% | 44 |
|
|
2024
Q3 | $546K | Buy |
10,682
+5,482
| +105% | +$280K | 0.01% | 304 |
|
|
2024
Q2 | $261K | Sell |
5,200
-6
| -0.1% | -$301 | ﹤0.01% | 537 |
|
|
2024
Q1 | $263K | Buy |
5,206
+776
| +18% | +$39.3K | ﹤0.01% | 557 |
|
|
2023
Q4 | $226K | Buy |
4,430
+71
| +2% | +$3.63K | ﹤0.01% | 586 |
|
|
2023
Q3 | $210K | Buy |
+4,359
| New | +$210K | ﹤0.01% | 576 |
|
|
2022
Q2 | – | Sell |
-21,226
| Closed | -$1.09M | – | 663 |
|
|
2022
Q1 | $1.09M | Sell |
21,226
-28,447
| -57% | -$1.47M | 0.05% | 112 |
|
|
2021
Q4 | $2.73M | Buy |
+49,673
| New | +$2.73M | 0.14% | 48 |
|