Global Financial Private Client’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 | $299K | Hold |
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|
2025
Q2 | $293K | Hold |
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|
2025
Q1 | $296K | Hold |
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|
2024
Q4 | $299K | Sell |
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|
2024
Q3 | $402K | Sell |
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|
2024
Q2 | $410K | Sell |
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|
2024
Q1 | $887K | Buy |
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|
2023
Q4 | $896K | Buy |
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|
2023
Q3 | $297K | Buy |
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|
2023
Q2 | $143K | Buy |
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|
2023
Q1 | $14.6K | Hold |
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|
2022
Q4 | $14.3K | Hold |
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|
2022
Q3 | $13.9K | Hold |
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|
2022
Q2 | $14.4K | Hold |
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|
2022
Q1 | $14.8K | Hold |
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|
2021
Q4 | $15.8K | Hold |
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|
2021
Q3 | $15.8K | Hold |
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|
2021
Q2 | $15.9K | Hold |
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|
2021
Q1 | $15.7K | Hold |
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|
2020
Q4 | $15.9K | Buy |
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|
2020
Q3 | $109 | Buy |
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