Frank Rimerman Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $903K | Buy |
18,423
+1
| +0% | +$49 | 0.06% | 230 |
|
|
2025
Q1 | $914K | Hold |
18,422
| – | – | 0.07% | 208 |
|
|
2024
Q4 | $924K | Hold |
18,422
| – | – | 0.07% | 206 |
|
|
2024
Q3 | $942K | Buy |
18,422
+546
| +3% | +$27.9K | 0.07% | 229 |
|
|
2024
Q2 | $896K | Sell |
17,876
-1
| -0% | -$50 | 0.06% | 237 |
|
|
2024
Q1 | $905K | Hold |
17,877
| – | – | 0.17% | 54 |
|
|
2023
Q4 | $913K | Sell |
17,877
-8,000
| -31% | -$408K | 0.19% | 52 |
|
|
2023
Q3 | $1.24M | Buy |
25,877
+17,877
| +223% | +$860K | 0.3% | 39 |
|
|
2023
Q2 | $402K | Hold |
8,000
| – | – | 0.1% | 67 |
|
|
2023
Q1 | $405K | Hold |
8,000
| – | – | 0.11% | 65 |
|
|
2022
Q4 | $396K | Hold |
8,000
| – | – | 0.12% | 58 |
|
|
2022
Q3 | $385K | Hold |
8,000
| – | – | 0.14% | 57 |
|
|
2022
Q2 | $399K | Sell |
8,000
-21,287
| -73% | -$1.06M | 0.15% | 53 |
|
|
2022
Q1 | $1.51M | Buy |
29,287
+15,872
| +118% | +$818K | 0.48% | 29 |
|
|
2021
Q4 | $737K | Hold |
13,415
| – | – | 0.25% | 57 |
|
|
2021
Q3 | $735K | Hold |
13,415
| – | – | 0.28% | 50 |
|
|
2021
Q2 | $742K | Hold |
13,415
| – | – | 0.29% | 38 |
|
|
2021
Q1 | $733K | Hold |
13,415
| – | – | 0.32% | 36 |
|
|
2020
Q4 | $740K | Buy |
+13,415
| New | +$740K | 0.34% | 36 |
|