Great Diamond Partners’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 | – | Sell |
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|
2025
Q2 | $214K | Hold |
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|
2025
Q1 | $217K | Hold |
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|
2024
Q4 | $219K | Hold |
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|
2024
Q3 | $223K | Hold |
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|
2024
Q2 | $219K | Hold |
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|
2024
Q1 | $221K | Sell |
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|
2023
Q4 | $232K | Sell |
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|
2023
Q3 | $520K | Sell |
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|
2023
Q2 | $614K | Sell |
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|
2023
Q1 | $628K | Buy |
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|
2022
Q4 | $558K | Sell |
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|
2022
Q3 | $804K | Hold |
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|
2022
Q2 | $834K | Sell |
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|
2022
Q1 | $2.21M | Sell |
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|
2021
Q4 | $2.92M | Sell |
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|
2021
Q3 | $3.14M | Buy |
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|
2021
Q2 | $2.85M | Buy |
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|
2021
Q1 | $2.74M | Sell |
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|
2020
Q4 | $3.01M | Buy |
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|
2020
Q3 | $2.79M | Sell |
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|
2020
Q2 | $2.87M | Sell |
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|
2020
Q1 | $3.07M | Buy |
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