Foundations Investment Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $660K | Buy |
|
|||||
|
2025
Q2 | $513K | Buy |
|
|||||
|
2025
Q1 | $514K | Sell |
|
|||||
|
2024
Q4 | $972K | Buy |
|
|||||
|
2024
Q3 | $510K | Buy |
|
|||||
|
2024
Q2 | $208K | Sell |
|
|||||
|
2024
Q1 | $495K | Buy |
|
|||||
|
2023
Q4 | $244K | Buy |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $408K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $583K | Buy |
|
|||||
|
2022
Q1 | $523K | Sell |
|
|||||
|
2021
Q4 | $788K | Sell |
|
|||||
|
2021
Q3 | $838K | Buy |
|
|||||
|
2021
Q2 | $712K | Sell |
|
|||||
|
2021
Q1 | $704K | Buy |
|