Horan Securities’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 | $999K | Buy |
+20,374
| New | +$999K | 0.35% | 30 |
|
2024
Q1 | – | Sell |
-4,468
| Closed | -$228K | – | 120 |
|
2023
Q4 | $228K | Sell |
4,468
-995
| -18% | -$50.8K | 0.11% | 100 |
|
2023
Q3 | $263K | Sell |
5,463
-1,599
| -23% | -$76.9K | 0.14% | 74 |
|
2023
Q2 | $355K | Sell |
7,062
-1,086
| -13% | -$54.5K | 0.15% | 73 |
|
2023
Q1 | $413K | Sell |
8,148
-413
| -5% | -$20.9K | 0.21% | 50 |
|
2022
Q4 | $424K | Sell |
8,561
-17,187
| -67% | -$851K | 0.24% | 42 |
|
2022
Q3 | $1.24M | Sell |
25,748
-4,082
| -14% | -$197K | 0.77% | 18 |
|
2022
Q2 | $1.5M | Buy |
+29,830
| New | +$1.5M | 0.9% | 15 |
|