Helen Stephens Group’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 | $257K | Buy |
5,238
+43
| +0.8% | +$2.11K | 0.06% | 75 |
|
|
2025
Q1 | $258K | Buy |
5,195
+28
| +0.5% | +$1.39K | 0.07% | 73 |
|
|
2024
Q4 | $259K | Buy |
5,167
+54
| +1% | +$2.71K | 0.08% | 70 |
|
|
2024
Q3 | $261K | Hold |
5,113
| – | – | 0.08% | 74 |
|
|
2024
Q2 | $256K | Hold |
5,113
| – | – | 0.09% | 72 |
|
|
2024
Q1 | $259K | Buy |
5,113
+4
| +0.1% | +$202 | 0.1% | 63 |
|
|
2023
Q4 | $261K | Buy |
+5,109
| New | +$261K | 0.12% | 65 |
|