Johnson Financial Group Inc (Wisconsin)’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 | $130K | Buy |
2,653
+403
| +18% | +$19.8K | 0.01% | 349 |
|
|
2025
Q1 | $112K | Hold |
2,250
| – | – | 0.01% | 458 |
|
|
2024
Q4 | $113K | Buy |
+2,250
| New | +$113K | 0.01% | 353 |
|
|
2023
Q4 | – | Sell |
-2,268
| Closed | -$109K | – | 993 |
|
|
2023
Q3 | $109K | Buy |
+2,268
| New | +$109K | 0.01% | 303 |
|
|
2022
Q3 | – | Sell |
-3,275
| Closed | -$163K | – | 786 |
|
|
2022
Q2 | $163K | Sell |
3,275
-500
| -13% | -$24.9K | 0.01% | 264 |
|
|
2022
Q1 | $195K | Hold |
3,775
| – | – | 0.01% | 266 |
|
|
2021
Q4 | $207K | Hold |
3,775
| – | – | 0.01% | 276 |
|
|
2021
Q3 | $207K | Hold |
3,775
| – | – | 0.01% | 261 |
|
|
2021
Q2 | $209K | Hold |
3,775
| – | – | 0.01% | 267 |
|
|
2021
Q1 | $206K | Buy |
+3,775
| New | +$206K | 0.01% | 265 |
|