Heritage Investment Group’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
Q2 | $40M | Buy |
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|
2025
Q1 | $36.3M | Sell |
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|
2024
Q4 | $37M | Buy |
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|
2024
Q3 | $37.6M | Sell |
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|
2024
Q2 | $37.4M | Sell |
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|
2024
Q1 | $38.2M | Buy |
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|
2023
Q4 | $38.2M | Buy |
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|
2023
Q3 | $19.6M | Buy |
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|
2023
Q2 | $20.2M | Sell |
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|
2023
Q1 | $20.6M | Sell |
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|
2022
Q4 | $20.3M | Buy |
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|
2022
Q3 | $5.61M | Sell |
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|
2022
Q2 | $7.43M | Buy |
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