HCR Wealth Advisors’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 | $458K | Hold |
9,334
| – | – | 0.05% | 150 |
|
|
2025
Q1 | $463K | Buy |
9,334
+34
| +0.4% | +$1.69K | 0.06% | 144 |
|
|
2024
Q4 | $466K | Hold |
9,300
| – | – | 0.06% | 143 |
|
|
2024
Q3 | $475K | Hold |
9,300
| – | – | 0.06% | 143 |
|
|
2024
Q2 | $466K | Hold |
9,300
| – | – | 0.07% | 135 |
|
|
2024
Q1 | $471K | Buy |
+9,300
| New | +$471K | 0.07% | 134 |
|