Glass Jacobson Investment 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 | $1.27M | Sell |
25,867
-1,781
| -6% | -$87.3K | 0.49% | 67 |
|
|
2025
Q1 | $1.39M | Hold |
27,648
| – | – | 0.46% | 68 |
|
|
2024
Q4 | $1.39M | Buy |
27,648
+2,589
| +10% | +$130K | 0.46% | 68 |
|
|
2024
Q3 | $1.28M | Sell |
25,059
-1,877
| -7% | -$96K | 0.42% | 74 |
|
|
2024
Q2 | $1.35M | Buy |
26,936
+204
| +0.8% | +$10.2K | 0.49% | 66 |
|
|
2024
Q1 | $1.35M | Buy |
26,732
+1,410
| +6% | +$71.3K | 0.51% | 62 |
|
|
2023
Q4 | $1.29M | Buy |
25,322
+320
| +1% | +$16.3K | 0.53% | 59 |
|
|
2023
Q3 | $1.2M | Sell |
25,002
-277
| -1% | -$13.3K | 0.55% | 53 |
|
|
2023
Q2 | $1.27M | Buy |
+25,279
| New | +$1.27M | 0.58% | 47 |
|
|
2022
Q4 | $1.25M | Buy |
+25,289
| New | +$1.25M | 0.62% | 43 |
|