HUB Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.87M | Sell |
58,604
-46
| -0.1% | -$2.26K | 0.1% | 150 |
|
|
2025
Q1 | $2.91M | Buy |
58,650
+238
| +0.4% | +$11.8K | 0.12% | 137 |
|
|
2024
Q4 | $2.93M | Buy |
58,412
+17,204
| +42% | +$862K | 0.12% | 130 |
|
|
2024
Q3 | $2.11M | Buy |
41,208
+31
| +0.1% | +$1.59K | 0.09% | 149 |
|
|
2024
Q2 | $2.06M | Buy |
41,177
+20
| +0% | +$1K | 0.08% | 148 |
|
|
2024
Q1 | $2.08M | Buy |
41,157
+13,648
| +50% | +$691K | 0.11% | 136 |
|
|
2023
Q4 | $1.4M | Sell |
27,509
-25,674
| -48% | -$1.31M | 0.1% | 143 |
|
|
2023
Q3 | $2.56M | Hold |
53,183
| – | – | 0.39% | 67 |
|
|
2023
Q2 | $2.67M | Hold |
53,183
| – | – | 0.44% | 61 |
|
|
2023
Q1 | $2.69M | Buy |
+53,183
| New | +$2.69M | 0.56% | 47 |
|
|
2022
Q4 | – | Sell |
-20,096
| Closed | -$967K | – | 182 |
|
|
2022
Q3 | $967K | Buy |
+20,096
| New | +$967K | 0.29% | 69 |
|