HB Wealth Management’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 | $1.09M | Buy |
22,135
+7,552
| +52% | +$370K | 0.01% | 501 |
|
|
2025
Q1 | $724K | Buy |
14,583
+20
| +0.1% | +$992 | 0.01% | 627 |
|
|
2024
Q4 | $730K | Sell |
14,563
-989
| -6% | -$49.6K | 0.01% | 490 |
|
|
2024
Q3 | $795K | Buy |
15,552
+1,196
| +8% | +$61.1K | 0.01% | 441 |
|
|
2024
Q2 | $719K | Sell |
14,356
-3,870
| -21% | -$194K | 0.01% | 439 |
|
|
2024
Q1 | $922K | Sell |
18,226
-1,418
| -7% | -$71.8K | 0.01% | 365 |
|
|
2023
Q4 | $1M | Buy |
19,644
+9,383
| +91% | +$479K | 0.01% | 318 |
|
|
2023
Q3 | $494K | Sell |
10,261
-207
| -2% | -$9.96K | 0.01% | 429 |
|
|
2023
Q2 | $526K | Buy |
10,468
+2,240
| +27% | +$112K | 0.01% | 403 |
|
|
2023
Q1 | $417K | Hold |
8,228
| – | – | 0.01% | 455 |
|
|
2022
Q4 | $407K | Sell |
8,228
-21,987
| -73% | -$1.09M | 0.01% | 443 |
|
|
2022
Q3 | $1.46M | Buy |
30,215
+22,253
| +279% | +$1.07M | 0.03% | 211 |
|
|
2022
Q2 | $397K | Sell |
7,962
-25,903
| -76% | -$1.29M | 0.01% | 383 |
|
|
2022
Q1 | $1.75M | Buy |
+33,865
| New | +$1.75M | 0.03% | 198 |
|