Foundations Investment 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 | $513K | Buy |
10,472
+119
| +1% | +$5.84K | 0.01% | 572 |
|
|
2025
Q1 | $514K | Sell |
10,353
-9,028
| -47% | -$448K | 0.01% | 573 |
|
|
2024
Q4 | $972K | Buy |
19,381
+9,400
| +94% | +$471K | 0.02% | 402 |
|
|
2024
Q3 | $510K | Buy |
9,981
+5,837
| +141% | +$298K | 0.01% | 515 |
|
|
2024
Q2 | $208K | Sell |
4,144
-5,638
| -58% | -$283K | 0.01% | 715 |
|
|
2024
Q1 | $495K | Buy |
9,782
+4,994
| +104% | +$253K | 0.01% | 470 |
|
|
2023
Q4 | $244K | Buy |
+4,788
| New | +$244K | 0.01% | 601 |
|
|
2023
Q3 | – | Sell |
-8,115
| Closed | -$408K | – | 681 |
|
|
2023
Q2 | $408K | Buy |
+8,115
| New | +$408K | 0.01% | 402 |
|
|
2022
Q3 | – | Sell |
-11,597
| Closed | -$583K | – | 443 |
|
|
2022
Q2 | $583K | Buy |
11,597
+1,273
| +12% | +$64K | 0.02% | 209 |
|
|
2022
Q1 | $523K | Sell |
10,324
-4,138
| -29% | -$210K | 0.02% | 186 |
|
|
2021
Q4 | $788K | Sell |
14,462
-853
| -6% | -$46.5K | 0.03% | 145 |
|
|
2021
Q3 | $838K | Buy |
15,315
+2,467
| +19% | +$135K | 0.04% | 125 |
|
|
2021
Q2 | $712K | Sell |
12,848
-15
| -0.1% | -$831 | 0.03% | 126 |
|
|
2021
Q1 | $704K | Buy |
+12,863
| New | +$704K | 0.04% | 109 |
|