Hill Investment Group Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-16,797
| Closed | -$839K | – | 87 |
|
|
2024
Q3 | $839K | Buy |
16,797
+55
| +0.3% | +$2.75K | 0.12% | 34 |
|
|
2024
Q2 | $845K | Sell |
16,742
-337
| -2% | -$17K | 0.11% | 35 |
|
|
2024
Q1 | $864K | Buy |
17,079
+1,102
| +7% | +$55.8K | 0.12% | 37 |
|
|
2023
Q4 | $816K | Sell |
15,977
-691
| -4% | -$35.3K | 0.12% | 35 |
|
|
2023
Q3 | $802K | Sell |
16,668
-1,315
| -7% | -$63.3K | 0.13% | 32 |
|
|
2023
Q2 | $903K | Buy |
17,983
+111
| +0.6% | +$5.57K | 0.16% | 30 |
|
|
2023
Q1 | $905K | Buy |
17,872
+1
| +0% | +$51 | 0.18% | 29 |
|
|
2022
Q4 | $884K | Sell |
17,871
-3,549
| -17% | -$176K | 0.21% | 27 |
|
|
2022
Q3 | $1.03M | Buy |
21,420
+11,055
| +107% | +$532K | 0.3% | 27 |
|
|
2022
Q2 | $517K | Sell |
10,365
-24,000
| -70% | -$1.2M | 0.14% | 34 |
|
|
2022
Q1 | $1.77M | Buy |
34,365
+9,117
| +36% | +$470K | 0.58% | 20 |
|
|
2021
Q4 | $1.39M | Buy |
25,248
+1,123
| +5% | +$61.7K | 0.81% | 14 |
|
|
2021
Q3 | $1.32M | Buy |
24,125
+8,855
| +58% | +$485K | 0.85% | 12 |
|
|
2021
Q2 | $844K | Buy |
+15,270
| New | +$844K | 0.7% | 11 |
|