IMA Advisory Services’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 | $147K | Hold |
2,992
| – | – | 0.02% | 179 |
|
|
2025
Q1 | $148K | Buy |
+2,992
| New | +$148K | 0.02% | 179 |
|
|
2024
Q4 | – | Sell |
-2,600
| Closed | -$133K | – | 280 |
|
|
2024
Q3 | $133K | Buy |
+2,600
| New | +$133K | 0.03% | 146 |
|
|
2023
Q4 | – | Sell |
-2,600
| Closed | -$125K | – | 262 |
|
|
2023
Q3 | $125K | Hold |
2,600
| – | – | 0.03% | 151 |
|
|
2023
Q2 | $131K | Hold |
2,600
| – | – | 0.03% | 147 |
|
|
2023
Q1 | $132K | Buy |
+2,600
| New | +$132K | 0.03% | 143 |
|