Graves Light Lenhart Wealth’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 | $5.55M | Buy |
113,157
+7,863
| +7% | +$386K | 0.66% | 37 |
|
|
2025
Q1 | $5.22M | Buy |
105,294
+13,594
| +15% | +$675K | 0.64% | 36 |
|
|
2024
Q4 | $4.6M | Buy |
91,700
+2,008
| +2% | +$101K | 0.57% | 40 |
|
|
2024
Q3 | $4.59M | Buy |
89,692
+1,521
| +2% | +$77.8K | 0.56% | 42 |
|
|
2024
Q2 | $4.4M | Buy |
+88,171
| New | +$4.4M | 0.5% | 45 |
|
|
2023
Q3 | – | Sell |
-7,184
| Closed | -$361K | – | 187 |
|
|
2023
Q2 | $361K | Hold |
7,184
| – | – | 0.05% | 128 |
|
|
2023
Q1 | $364K | Sell |
7,184
-17,323
| -71% | -$878K | 0.06% | 116 |
|
|
2022
Q4 | $1.21M | Sell |
24,507
-93,335
| -79% | -$4.62M | 0.19% | 78 |
|
|
2022
Q3 | $5.67M | Buy |
117,842
+740
| +0.6% | +$35.6K | 0.95% | 28 |
|
|
2022
Q2 | $5.85M | Buy |
+117,102
| New | +$5.85M | 0.89% | 30 |
|