Hilltop 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 | $2.71M | Sell |
55,360
-135,191
| -71% | -$6.63M | 1.52% | 18 |
|
|
2025
Q1 | $9.46M | Sell |
190,551
-261,619
| -58% | -$13M | 5.34% | 6 |
|
|
2024
Q4 | $22.7M | Buy |
452,170
+33,040
| +8% | +$1.66M | 11.46% | 3 |
|
|
2024
Q3 | $21.4M | Buy |
419,130
+9,233
| +2% | +$472K | 10% | 3 |
|
|
2024
Q2 | $20.5M | Buy |
409,897
+14,150
| +4% | +$709K | 10.31% | 3 |
|
|
2024
Q1 | $20M | Buy |
395,747
+33,309
| +9% | +$1.69M | 10.24% | 2 |
|
|
2023
Q4 | $18.5M | Buy |
+362,438
| New | +$18.5M | 10.55% | 4 |
|