FPCG
Forum Private Client Group’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 | $1.42M | Buy |
28,967
+3,634
| +14% | +$178K | 0.55% | 26 |
|
|
2025
Q1 | $1.26M | Buy |
25,333
+2,084
| +9% | +$103K | 0.55% | 27 |
|
|
2024
Q4 | $1.13M | Buy |
23,249
+2,023
| +10% | +$98.3K | 0.5% | 30 |
|
|
2024
Q3 | $1.09M | Buy |
21,226
+1,020
| +5% | +$52.1K | 0.48% | 31 |
|
|
2024
Q2 | $1.01M | Buy |
20,206
+4,453
| +28% | +$223K | 0.48% | 30 |
|
|
2024
Q1 | $797K | Buy |
15,753
+7,219
| +85% | +$365K | 0.39% | 35 |
|
|
2023
Q4 | $436K | Buy |
+8,534
| New | +$436K | 0.23% | 47 |
|
|
2023
Q3 | – | Sell |
-7,425
| Closed | -$373K | – | 68 |
|
|
2023
Q2 | $373K | Buy |
7,425
+1,064
| +17% | +$53.4K | 0.21% | 52 |
|
|
2023
Q1 | $322K | Buy |
6,361
+319
| +5% | +$16.2K | 0.2% | 54 |
|
|
2022
Q4 | $299K | Buy |
6,042
+1,130
| +23% | +$55.9K | 0.21% | 56 |
|
|
2022
Q3 | $236K | Buy |
+4,912
| New | +$236K | 0.18% | 58 |
|