HBK Sorce Advisory’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 | $34.6M | Sell |
|
|||||
|
2025
Q2 | $37M | Buy |
|
|||||
|
2025
Q1 | $35.9M | Buy |
|
|||||
|
2024
Q4 | $34M | Buy |
|
|||||
|
2024
Q3 | $25.2M | Buy |
|
|||||
|
2024
Q2 | $21.5M | Buy |
|
|||||
|
2024
Q1 | $21.7M | Sell |
|
|||||
|
2023
Q4 | $31.4M | Buy |
|
|||||
|
2023
Q3 | $20.4M | Buy |
|
|||||
|
2023
Q2 | $20.5M | Buy |
|
|||||
|
2023
Q1 | $20.2M | Sell |
|
|||||
|
2022
Q4 | $41.6M | Buy |
|
|||||
|
2022
Q3 | $298K | Sell |
|
|||||
|
2022
Q2 | $538K | Sell |
|
|||||
|
2022
Q1 | $1.71M | Buy |
|
|||||
|
2021
Q4 | $1.02M | Buy |
|
|||||
|
2021
Q3 | $905K | Buy |
|
|||||
|
2021
Q2 | $817K | Buy |
|
|||||
|
2021
Q1 | $789K | Sell |
|
|||||
|
2020
Q4 | $857K | Buy |
|