IEQ Capital’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 | $16.5M | Buy |
336,379
+317,819
| +1,712% | +$15.6M | 0.1% | 154 |
|
2025
Q1 | $921K | Buy |
18,560
+940
| +5% | +$46.6K | 0.01% | 782 |
|
2024
Q4 | $883K | Sell |
17,620
-2,636
| -13% | -$132K | 0.01% | 695 |
|
2024
Q3 | $1.04M | Buy |
20,256
+4,029
| +25% | +$206K | 0.01% | 537 |
|
2024
Q2 | $813K | Sell |
16,227
-737
| -4% | -$36.9K | 0.01% | 527 |
|
2024
Q1 | $858K | Sell |
16,964
-2,779
| -14% | -$141K | 0.01% | 494 |
|
2023
Q4 | $1.01M | Buy |
19,743
+3,597
| +22% | +$184K | 0.02% | 421 |
|
2023
Q3 | $777K | Sell |
16,146
-128
| -0.8% | -$6.16K | 0.02% | 455 |
|
2023
Q2 | $817K | Buy |
16,274
+10,602
| +187% | +$532K | 0.02% | 441 |
|
2023
Q1 | $287K | Sell |
5,672
-167
| -3% | -$8.46K | 0.01% | 731 |
|
2022
Q4 | $289K | Sell |
5,839
-750
| -11% | -$37.1K | 0.01% | 643 |
|
2022
Q3 | $317K | Sell |
6,589
-2,984
| -31% | -$144K | 0.01% | 654 |
|
2022
Q2 | $478K | Buy |
9,573
+2,536
| +36% | +$127K | 0.01% | 485 |
|
2022
Q1 | $363K | Buy |
+7,037
| New | +$363K | 0.01% | 591 |
|
2021
Q4 | – | Sell |
-6,920
| Closed | -$379K | – | 757 |
|
2021
Q3 | $379K | Buy |
+6,920
| New | +$379K | 0.01% | 504 |
|