JMG Financial Group’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 | $215K | Hold |
4,386
| – | – | 0.01% | 120 |
|
|
2025
Q1 | $218K | Sell |
4,386
-8
| -0.2% | -$397 | 0.01% | 114 |
|
|
2024
Q4 | $220K | Sell |
4,394
-2,569
| -37% | -$129K | 0.01% | 110 |
|
|
2024
Q3 | $356K | Sell |
6,963
-22
| -0.3% | -$1.13K | 0.01% | 98 |
|
|
2024
Q2 | $350K | Sell |
6,985
-1,410
| -17% | -$70.7K | 0.01% | 96 |
|
|
2024
Q1 | $425K | Buy |
8,395
+3,050
| +57% | +$154K | 0.02% | 89 |
|
|
2023
Q4 | $273K | Buy |
+5,345
| New | +$273K | 0.01% | 108 |
|