Horizons Wealth Management’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 | $621K | Buy |
12,660
+631
| +5% | +$30.9K | 0.44% | 35 |
|
|
2025
Q1 | $597K | Buy |
12,029
+3,020
| +34% | +$150K | 0.44% | 35 |
|
|
2024
Q4 | $452K | Buy |
9,009
+498
| +6% | +$25K | 0.34% | 41 |
|
|
2024
Q3 | $435K | Hold |
8,511
| – | – | 0.33% | 40 |
|
|
2024
Q2 | $429K | Buy |
8,511
+979
| +13% | +$49.4K | 0.34% | 39 |
|
|
2024
Q1 | $385K | Hold |
7,532
| – | – | 0.25% | 45 |
|
|
2023
Q4 | $385K | Buy |
7,532
+722
| +11% | +$36.9K | 0.25% | 45 |
|
|
2023
Q3 | $328K | Hold |
6,810
| – | – | 0.24% | 50 |
|
|
2023
Q2 | $342K | Hold |
6,810
| – | – | 0.24% | 47 |
|
|
2023
Q1 | $345K | Hold |
6,810
| – | – | 0.25% | 45 |
|
|
2022
Q4 | $337K | Hold |
6,810
| – | – | 0.27% | 40 |
|
|
2022
Q3 | $328K | Hold |
6,810
| – | – | 0.3% | 38 |
|
|
2022
Q2 | $344K | Buy |
+6,810
| New | +$344K | 0.28% | 39 |
|