IFP 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 | $3.92M | Sell |
79,878
-7,556
| -9% | -$370K | 0.11% | 194 |
|
|
2025
Q1 | $4.34M | Sell |
87,434
-8,749
| -9% | -$434K | 0.13% | 167 |
|
|
2024
Q4 | $4.82M | Buy |
96,183
+2,522
| +3% | +$126K | 0.16% | 140 |
|
|
2024
Q3 | $4.79M | Buy |
93,661
+18,164
| +24% | +$929K | 0.17% | 130 |
|
|
2024
Q2 | $3.78M | Buy |
75,497
+3,944
| +6% | +$198K | 0.15% | 137 |
|
|
2024
Q1 | $3.62M | Buy |
71,553
+4,548
| +7% | +$230K | 0.16% | 139 |
|
|
2023
Q4 | $3.42M | Buy |
67,005
+1,485
| +2% | +$75.8K | 0.16% | 136 |
|
|
2023
Q3 | $3.15M | Buy |
65,520
+4,831
| +8% | +$232K | 0.14% | 144 |
|
|
2023
Q2 | $3.05M | Sell |
60,689
-10,770
| -15% | -$541K | 0.13% | 169 |
|
|
2023
Q1 | $3.63M | Sell |
71,459
-160,841
| -69% | -$8.18M | 0.16% | 124 |
|
|
2022
Q4 | $11.8M | Buy |
232,300
+41,137
| +22% | +$2.09M | 0.32% | 57 |
|
|
2022
Q3 | $9.74M | Buy |
191,163
+2,789
| +1% | +$142K | 0.25% | 81 |
|
|
2022
Q2 | $9.6M | Hold |
188,374
| – | – | 0.31% | 69 |
|
|
2022
Q1 | $9.6M | Buy |
188,374
+180,178
| +2,198% | +$9.18M | 0.31% | 69 |
|
|
2021
Q4 | $450K | Buy |
8,196
+833
| +11% | +$45.7K | 0.01% | 626 |
|
|
2021
Q3 | $401K | Sell |
7,363
-102
| -1% | -$5.56K | 0.01% | 636 |
|
|
2021
Q2 | $412K | Buy |
7,465
+1,040
| +16% | +$57.4K | 0.01% | 614 |
|
|
2021
Q1 | $350K | Sell |
6,425
-671
| -9% | -$36.6K | 0.01% | 628 |
|
|
2020
Q4 | $391K | Buy |
7,096
+100
| +1% | +$5.51K | 0.02% | 579 |
|
|
2020
Q3 | $380K | Buy |
6,996
+1,736
| +33% | +$94.3K | 0.02% | 504 |
|
|
2020
Q2 | $285K | Buy |
5,260
+1,157
| +28% | +$62.7K | 0.02% | 551 |
|
|
2020
Q1 | $220K | Buy |
4,103
+260
| +7% | +$13.9K | 0.02% | 555 |
|
|
2019
Q4 | $207K | Buy |
3,843
+165
| +4% | +$8.89K | 0.02% | 651 |
|
|
2019
Q3 | $197K | Buy |
+3,678
| New | +$197K | 0.01% | 775 |
|
|
2019
Q1 | – | Sell |
-2,041
| Closed | -$104K | – | 3414 |
|
|
2018
Q4 | $104K | Sell |
2,041
-5,740
| -74% | -$292K | 0.01% | 1166 |
|
|
2018
Q3 | $393K | Buy |
7,781
+6,582
| +549% | +$332K | 0.02% | 783 |
|
|
2018
Q2 | $61K | Sell |
1,199
-1,084
| -47% | -$55.1K | ﹤0.01% | 1780 |
|
|
2018
Q1 | $118K | Hold |
2,283
| – | – | 0.01% | 1287 |
|
|
2017
Q4 | $118K | Sell |
2,283
-51
| -2% | -$2.64K | 0.01% | 1284 |
|
|
2017
Q3 | $121K | Buy |
2,334
+1,900
| +438% | +$98.5K | ﹤0.01% | 1431 |
|
|
2017
Q2 | $22K | Buy |
+434
| New | +$22K | ﹤0.01% | 2509 |
|