Frank Rimerman 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
$932K Buy
2025
Q2
$903K Buy
2025
Q1
$914K Hold
2024
Q4
$924K Hold
2024
Q3
$942K Buy
2024
Q2
$896K Sell
2024
Q1
$905K Hold
2023
Q4
$913K Sell
2023
Q3
$1.24M Buy
2023
Q2
$402K Hold
2023
Q1
$405K Hold
2022
Q4
$396K Hold
2022
Q3
$385K Hold
2022
Q2
$399K Sell
2022
Q1
$1.51M Buy
2021
Q4
$737K Hold
2021
Q3
$735K Hold
2021
Q2
$742K Hold
2021
Q1
$733K Hold
2020
Q4
$740K Buy