IRON Financial’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 | $338K | Buy |
+6,887
| New | +$338K | 0.18% | 78 |
|
|
2022
Q4 | – | Sell |
-5,841
| Closed | -$281K | – | 101 |
|
|
2022
Q3 | $281K | Buy |
5,841
+17
| +0.3% | +$818 | 0.15% | 78 |
|
|
2022
Q2 | $291K | Buy |
5,824
+7
| +0.1% | +$350 | 0.15% | 80 |
|
|
2022
Q1 | $300K | Buy |
5,817
+1
| +0% | +$52 | 0.14% | 83 |
|
|
2021
Q4 | $319K | Buy |
5,816
+3
| +0.1% | +$165 | 0.14% | 80 |
|
|
2021
Q3 | $318K | Sell |
5,813
-5,050
| -46% | -$276K | 0.15% | 74 |
|
|
2021
Q2 | $601K | Sell |
10,863
-263
| -2% | -$14.6K | 0.28% | 42 |
|
|
2021
Q1 | $608K | Buy |
+11,126
| New | +$608K | 0.32% | 36 |
|
|
2020
Q3 | – | Sell |
-11,141
| Closed | -$603K | – | 118 |
|
|
2020
Q2 | $603K | Buy |
11,141
+141
| +1% | +$7.63K | 0.31% | 39 |
|
|
2020
Q1 | $582K | Buy |
11,000
+1,227
| +13% | +$64.9K | 0.36% | 34 |
|
|
2019
Q4 | $523K | Buy |
9,773
+4,046
| +71% | +$217K | 0.25% | 56 |
|
|
2019
Q3 | $307K | Buy |
+5,727
| New | +$307K | 0.23% | 75 |
|