FFS
Founders Financial Securities’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 | $564K | Sell |
11,497
-385
| -3% | -$18.9K | 0.04% | 322 |
|
|
2025
Q1 | $581K | Buy |
11,882
+1,386
| +13% | +$67.8K | 0.05% | 295 |
|
|
2024
Q4 | $526K | Buy |
10,496
+773
| +8% | +$38.8K | 0.05% | 294 |
|
|
2024
Q3 | $497K | Sell |
9,723
-1,685
| -15% | -$86.1K | 0.05% | 271 |
|
|
2024
Q2 | $572K | Sell |
11,408
-1,450
| -11% | -$72.7K | 0.05% | 260 |
|
|
2024
Q1 | $651K | Sell |
12,858
-2,667
| -17% | -$135K | 0.07% | 223 |
|
|
2023
Q4 | $793K | Buy |
15,525
+2,234
| +17% | +$114K | 0.09% | 193 |
|
|
2023
Q3 | $639K | Sell |
13,291
-182,162
| -93% | -$8.76M | 0.08% | 183 |
|
|
2023
Q2 | $9.82M | Buy |
195,453
+19,718
| +11% | +$990K | 1.3% | 18 |
|
|
2023
Q1 | $8.9M | Buy |
175,735
+24,980
| +17% | +$1.27M | 1.28% | 18 |
|
|
2022
Q4 | $7.46M | Buy |
150,755
+21,975
| +17% | +$1.09M | 1.17% | 17 |
|
|
2022
Q3 | $6.2M | Buy |
128,780
+115,595
| +877% | +$5.56M | 1.1% | 16 |
|
|
2022
Q2 | $658K | Sell |
13,185
-126,798
| -91% | -$6.33M | 0.13% | 137 |
|
|
2022
Q1 | $7.22M | Buy |
+139,983
| New | +$7.22M | 1.28% | 14 |
|