IHT 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 | $2.75M | Sell |
56,097
-24,147
| -30% | -$1.18M | 0.08% | 251 |
|
|
2025
Q1 | $3.98M | Buy |
80,244
+1,241
| +2% | +$61.6K | 0.12% | 165 |
|
|
2024
Q4 | $3.96M | Sell |
79,003
-23,763
| -23% | -$1.19M | 0.13% | 154 |
|
|
2024
Q3 | $5.25M | Buy |
102,766
+26,225
| +34% | +$1.34M | 0.15% | 134 |
|
|
2024
Q2 | $3.84M | Buy |
76,541
+4,446
| +6% | +$223K | 0.14% | 148 |
|
|
2024
Q1 | $3.65M | Buy |
72,095
+20,008
| +38% | +$1.01M | 0.15% | 136 |
|
|
2023
Q4 | $2.66M | Buy |
52,087
+4,189
| +9% | +$214K | 0.12% | 170 |
|
|
2023
Q3 | $2.3M | Buy |
47,898
+7,038
| +17% | +$339K | 0.12% | 176 |
|
|
2023
Q2 | $2.05M | Buy |
40,860
+2,265
| +6% | +$114K | 0.11% | 185 |
|
|
2023
Q1 | $1.96M | Buy |
38,595
+6,387
| +20% | +$324K | 0.11% | 182 |
|
|
2022
Q4 | $1.59M | Sell |
32,208
-23,563
| -42% | -$1.17M | 0.1% | 216 |
|
|
2022
Q3 | $2.69M | Buy |
55,771
+43,557
| +357% | +$2.1M | 0.2% | 105 |
|
|
2022
Q2 | $610K | Buy |
12,214
+8,126
| +199% | +$406K | 0.05% | 341 |
|
|
2022
Q1 | $211K | Sell |
4,088
-7,753
| -65% | -$400K | 0.02% | 694 |
|
|
2021
Q4 | $650K | Buy |
11,841
+289
| +3% | +$15.9K | 0.05% | 363 |
|
|
2021
Q3 | $633K | Sell |
11,552
-1,124
| -9% | -$61.6K | 0.05% | 353 |
|
|
2021
Q2 | $701K | Buy |
12,676
+485
| +4% | +$26.8K | 0.04% | 414 |
|
|
2021
Q1 | $666K | Sell |
12,191
-759
| -6% | -$41.5K | 0.05% | 376 |
|
|
2020
Q4 | $715K | Buy |
12,950
+2,861
| +28% | +$158K | 0.06% | 310 |
|
|
2020
Q3 | $549K | Buy |
10,089
+5,585
| +124% | +$304K | 0.06% | 327 |
|
|
2020
Q2 | $244K | Sell |
4,504
-228
| -5% | -$12.4K | 0.03% | 459 |
|
|
2020
Q1 | $272K | Buy |
4,732
+455
| +11% | +$26.2K | 0.04% | 415 |
|
|
2019
Q4 | $229K | Buy |
+4,277
| New | +$229K | 0.03% | 531 |
|
|
2018
Q2 | – | Sell |
-2,122
| Closed | -$108K | – | 1359 |
|
|
2018
Q1 | $108K | Buy |
2,122
+1
| +0% | +$51 | 0.03% | 464 |
|
|
2017
Q4 | $109K | Buy |
+2,121
| New | +$109K | 0.03% | 476 |
|