Great Diamond Partners’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 | $214K | Hold |
4,365
| – | – | 0.05% | 213 |
|
|
2025
Q1 | $217K | Hold |
4,365
| – | – | 0.06% | 166 |
|
|
2024
Q4 | $219K | Hold |
4,365
| – | – | 0.06% | 170 |
|
|
2024
Q3 | $223K | Hold |
4,365
| – | – | 0.06% | 179 |
|
|
2024
Q2 | $219K | Hold |
4,365
| – | – | 0.05% | 200 |
|
|
2024
Q1 | $221K | Sell |
4,365
-178
| -4% | -$9.01K | 0.05% | 210 |
|
|
2023
Q4 | $232K | Sell |
4,543
-6,275
| -58% | -$320K | 0.06% | 208 |
|
|
2023
Q3 | $520K | Sell |
10,818
-1,403
| -11% | -$67.5K | 0.14% | 125 |
|
|
2023
Q2 | $614K | Sell |
12,221
-179
| -1% | -$8.99K | 0.16% | 117 |
|
|
2023
Q1 | $628K | Buy |
12,400
+1,125
| +10% | +$57K | 0.18% | 109 |
|
|
2022
Q4 | $558K | Sell |
11,275
-5,445
| -33% | -$269K | 0.17% | 111 |
|
|
2022
Q3 | $804K | Hold |
16,720
| – | – | 0.27% | 85 |
|
|
2022
Q2 | $834K | Sell |
16,720
-26,140
| -61% | -$1.3M | 0.28% | 83 |
|
|
2022
Q1 | $2.21M | Sell |
42,860
-10,385
| -20% | -$535K | 0.61% | 48 |
|
|
2021
Q4 | $2.92M | Sell |
53,245
-4,025
| -7% | -$221K | 0.75% | 42 |
|
|
2021
Q3 | $3.14M | Buy |
57,270
+5,730
| +11% | +$314K | 0.86% | 35 |
|
|
2021
Q2 | $2.85M | Buy |
51,540
+1,418
| +3% | +$78.4K | 0.81% | 37 |
|
|
2021
Q1 | $2.74M | Sell |
50,122
-4,360
| -8% | -$238K | 0.84% | 36 |
|
|
2020
Q4 | $3.01M | Buy |
54,482
+3,147
| +6% | +$174K | 0.96% | 29 |
|
|
2020
Q3 | $2.79M | Sell |
51,335
-1,611
| -3% | -$87.7K | 1.03% | 24 |
|
|
2020
Q2 | $2.87M | Sell |
52,946
-5,099
| -9% | -$276K | 1.19% | 20 |
|
|
2020
Q1 | $3.07M | Buy |
+58,045
| New | +$3.07M | 1.58% | 11 |
|