IAN
Integrated Advisors Network’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 | $5.6M | Buy |
114,254
+49,185
| +76% | +$2.41M | 0.25% | 102 |
|
|
2025
Q1 | $3.23M | Sell |
65,069
-70,467
| -52% | -$3.5M | 0.16% | 142 |
|
|
2024
Q4 | $6.79M | Sell |
135,536
-4,659
| -3% | -$234K | 0.32% | 72 |
|
|
2024
Q3 | $7.17M | Sell |
140,195
-7,204
| -5% | -$368K | 0.34% | 73 |
|
|
2024
Q2 | $7.39M | Buy |
147,399
+23,864
| +19% | +$1.2M | 0.38% | 62 |
|
|
2024
Q1 | $6.25M | Buy |
123,535
+20,481
| +20% | +$1.04M | 0.32% | 78 |
|
|
2023
Q4 | $5.26M | Buy |
103,054
+49,633
| +93% | +$2.53M | 0.3% | 88 |
|
|
2023
Q3 | $2.57M | Sell |
53,421
-5,907
| -10% | -$284K | 0.16% | 166 |
|
|
2023
Q2 | $2.98M | Sell |
59,328
-39,035
| -40% | -$1.96M | 0.17% | 155 |
|
|
2023
Q1 | $4.98M | Sell |
98,363
-314,556
| -76% | -$15.9M | 0.3% | 89 |
|
|
2022
Q4 | $20.4M | Buy |
+412,919
| New | +$20.4M | 1.32% | 8 |
|
|
2020
Q1 | – | Sell |
-13,904
| Closed | -$744K | – | 450 |
|
|
2019
Q4 | $744K | Buy |
+13,904
| New | +$744K | 0.1% | 200 |
|