JFS Wealth Advisors’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 | $39.9M | Buy |
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|
2025
Q1 | $39.6M | Buy |
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|
2024
Q4 | $39.3M | Sell |
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|
2024
Q3 | $40.7M | Buy |
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|
2024
Q2 | $32M | Buy |
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|
2024
Q1 | $29.5M | Buy |
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|
2023
Q4 | $27M | Sell |
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|
2023
Q3 | $26.8M | Buy |
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|
2023
Q2 | $27.1M | Buy |
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|
2023
Q1 | $25.2M | Buy |
|
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|
2022
Q4 | $23.9M | Sell |
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|
2022
Q3 | $25.9M | Buy |
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|
2022
Q2 | $23.2M | Buy |
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|
2022
Q1 | $7.64M | Buy |
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|
2021
Q4 | $51K | Sell |
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|
2021
Q3 | $99K | Buy |
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|
2021
Q2 | $23K | Buy |
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