IAA
Independent Advisor Alliance’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.01M | Buy |
40,896
+26,228
| +179% | +$1.29M | 0.06% | 278 |
|
|
2025
Q1 | $728K | Sell |
14,668
-87,894
| -86% | -$4.36M | 0.02% | 436 |
|
|
2024
Q4 | $5.14M | Buy |
+102,562
| New | +$5.14M | 0.07% | 263 |
|
|
2024
Q3 | – | Sell |
-1,081,781
| Closed | -$54.2M | – | 764 |
|
|
2024
Q2 | $54.2M | Buy |
1,081,781
+122,321
| +13% | +$6.13M | 1.86% | 7 |
|
|
2024
Q1 | $48.5M | Sell |
959,460
-671,484
| -41% | -$34M | 1.75% | 8 |
|
|
2023
Q4 | $81.1M | Buy |
1,630,944
+913,158
| +127% | +$45.4M | 2.92% | 6 |
|
|
2023
Q3 | $34.5M | Buy |
717,786
+40,893
| +6% | +$1.97M | 1.56% | 7 |
|
|
2023
Q2 | $34M | Sell |
676,893
-19,316
| -3% | -$970K | 1.5% | 7 |
|
|
2023
Q1 | $35.3M | Buy |
696,209
+20,288
| +3% | +$1.03M | 1.7% | 6 |
|
|
2022
Q4 | $33.5M | Buy |
675,921
+58,224
| +9% | +$2.88M | 11.49% | 2 |
|
|
2022
Q3 | $29.7M | Buy |
617,697
+426,139
| +222% | +$20.5M | 1.73% | 5 |
|
|
2022
Q2 | $9.56M | Buy |
+191,558
| New | +$9.56M | 0.53% | 45 |
|
|
2020
Q1 | – | Sell |
-11,868
| Closed | -$635K | – | 845 |
|
|
2019
Q4 | $635K | Buy |
+11,868
| New | +$635K | 0.03% | 477 |
|