Journey Strategic Wealth’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 | $1.1M | Buy |
22,431
+7,113
| +46% | +$349K | 0.04% | 154 |
|
|
2025
Q1 | $760K | Buy |
15,318
+404
| +3% | +$20K | 0.03% | 169 |
|
|
2024
Q4 | $748K | Buy |
14,914
+445
| +3% | +$22.3K | 0.03% | 162 |
|
|
2024
Q3 | $740K | Buy |
14,469
+91
| +0.6% | +$4.65K | 0.03% | 164 |
|
|
2024
Q2 | $720K | Sell |
14,378
-112
| -0.8% | -$5.61K | 0.03% | 127 |
|
|
2024
Q1 | $733K | Sell |
14,490
-413
| -3% | -$20.9K | 0.03% | 97 |
|
|
2023
Q4 | $761K | Buy |
14,903
+10,195
| +217% | +$520K | 0.04% | 80 |
|
|
2023
Q3 | $226K | Sell |
4,708
-28,372
| -86% | -$1.36M | 0.01% | 153 |
|
|
2023
Q2 | $1.66M | Sell |
33,080
-242
| -0.7% | -$12.2K | 0.08% | 41 |
|
|
2023
Q1 | $1.69M | Sell |
33,322
-3,075
| -8% | -$156K | 0.18% | 37 |
|
|
2022
Q4 | $1.8M | Buy |
+36,397
| New | +$1.8M | 0.21% | 32 |
|