Independent Wealth Network’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 | $360K | Sell |
7,349
-747
| -9% | -$36.6K | 0.13% | 175 |
|
|
2025
Q1 | $402K | Buy |
8,096
+522
| +7% | +$25.9K | 0.16% | 149 |
|
|
2024
Q4 | $380K | Buy |
7,574
+42
| +0.6% | +$2.11K | 0.15% | 151 |
|
|
2024
Q3 | $385K | Sell |
7,532
-22
| -0.3% | -$1.13K | 0.17% | 140 |
|
|
2024
Q2 | $379K | Buy |
7,554
+31
| +0.4% | +$1.55K | 0.18% | 140 |
|
|
2024
Q1 | $381K | Buy |
7,523
+21
| +0.3% | +$1.06K | 0.18% | 141 |
|
|
2023
Q4 | $383K | Buy |
7,502
+1,186
| +19% | +$60.5K | 0.2% | 128 |
|
|
2023
Q3 | $304K | Buy |
6,316
+77
| +1% | +$3.7K | 0.19% | 134 |
|
|
2023
Q2 | $313K | Buy |
6,239
+14
| +0.2% | +$703 | 0.19% | 143 |
|
|
2023
Q1 | $315K | Buy |
6,225
+2,010
| +48% | +$102K | 0.2% | 132 |
|
|
2022
Q4 | $209K | Buy |
+4,215
| New | +$209K | 0.14% | 172 |
|
|
2022
Q2 | – | Sell |
-5,815
| Closed | -$300K | – | 217 |
|
|
2022
Q1 | $300K | Buy |
5,815
+1,447
| +33% | +$74.7K | 0.19% | 141 |
|
|
2021
Q4 | $240K | Hold |
4,368
| – | – | 0.15% | 172 |
|
|
2021
Q3 | $239K | Buy |
+4,368
| New | +$239K | 0.16% | 168 |
|