Integrated Wealth Concepts’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $59M | Buy |
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|
2025
Q1 | $54.9M | Buy |
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|
2024
Q4 | $47.4M | Buy |
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|
2024
Q3 | $41M | Buy |
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|
2024
Q2 | $38.1M | Buy |
|
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|
2024
Q1 | $19.2M | Sell |
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|
2023
Q4 | $25.9M | Buy |
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|
2023
Q3 | $19.6M | Buy |
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|
2023
Q2 | $16.1M | Buy |
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|
2023
Q1 | $15M | Buy |
|
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|
2022
Q4 | $3.97M | Buy |
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|
2022
Q3 | $1.82M | Buy |
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|
2022
Q2 | $1.76M | Buy |
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|
2022
Q1 | $1.28M | Sell |
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|
2021
Q4 | $1.5M | Sell |
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|
2021
Q3 | $3.13M | Sell |
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|
2021
Q2 | $3.44M | Sell |
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|
2021
Q1 | $3.77M | Sell |
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|
2020
Q4 | $3.9M | Buy |
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|
2020
Q3 | $3.17M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $739K | Buy |
|