Keener Financial Planning’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 | $855K | Buy |
17,441
+9,814
| +129% | +$481K | 0.43% | 17 |
|
|
2025
Q1 | $378K | Sell |
7,627
-4,436
| -37% | -$220K | 0.25% | 25 |
|
|
2024
Q4 | $604K | Buy |
12,063
+760
| +7% | +$38.1K | 0.36% | 19 |
|
|
2024
Q3 | $577K | Buy |
11,303
+289
| +3% | +$14.8K | 0.38% | 20 |
|
|
2024
Q2 | $551K | Buy |
11,014
+1,301
| +13% | +$65.1K | 0.36% | 20 |
|
|
2024
Q1 | $492K | Buy |
9,713
+690
| +8% | +$35K | 0.34% | 21 |
|
|
2023
Q4 | $461K | Buy |
+9,023
| New | +$461K | 0.36% | 20 |
|