GFPC
Global Financial Private Client’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 | $293K | Hold |
5,968
| – | – | 0.11% | 183 |
|
|
2025
Q1 | $296K | Hold |
5,968
| – | – | 0.11% | 173 |
|
|
2024
Q4 | $299K | Sell |
5,968
-1,900
| -24% | -$95.2K | 0.11% | 169 |
|
|
2024
Q3 | $402K | Sell |
7,868
-305
| -4% | -$15.6K | 0.16% | 146 |
|
|
2024
Q2 | $410K | Sell |
8,173
-9,445
| -54% | -$473K | 0.17% | 138 |
|
|
2024
Q1 | $887K | Buy |
17,618
+68
| +0.4% | +$3.42K | 0.38% | 75 |
|
|
2023
Q4 | $896K | Buy |
17,550
+11,328
| +182% | +$578K | 0.42% | 66 |
|
|
2023
Q3 | $297K | Buy |
6,222
+3,377
| +119% | +$161K | 0.15% | 135 |
|
|
2023
Q2 | $143K | Buy |
2,845
+2,557
| +888% | +$128K | 0.07% | 192 |
|
|
2023
Q1 | $14.6K | Hold |
288
| – | – | 0.01% | 407 |
|
|
2022
Q4 | $14.3K | Hold |
288
| – | – | 0.01% | 386 |
|
|
2022
Q3 | $13.9K | Hold |
288
| – | – | 0.01% | 380 |
|
|
2022
Q2 | $14.4K | Hold |
288
| – | – | 0.01% | 369 |
|
|
2022
Q1 | $14.8K | Hold |
288
| – | – | 0.01% | 369 |
|
|
2021
Q4 | $15.8K | Hold |
288
| – | – | 0.01% | 357 |
|
|
2021
Q3 | $15.8K | Hold |
288
| – | – | 0.01% | 315 |
|
|
2021
Q2 | $15.9K | Hold |
288
| – | – | 0.01% | 318 |
|
|
2021
Q1 | $15.7K | Hold |
288
| – | – | 0.01% | 286 |
|
|
2020
Q4 | $15.9K | Buy |
288
+286
| +14,300% | +$15.8K | 0.01% | 279 |
|
|
2020
Q3 | $109 | Buy |
+2
| New | +$109 | ﹤0.01% | 459 |
|