Kestra Private Wealth Services’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 | $8.69M | Buy |
177,137
+30,869
| +21% | +$1.51M | 0.12% | 193 |
|
|
2025
Q1 | $7.26M | Buy |
146,268
+4,121
| +3% | +$204K | 0.12% | 193 |
|
|
2024
Q4 | $7.13M | Buy |
142,147
+13,458
| +10% | +$675K | 0.12% | 186 |
|
|
2024
Q3 | $6.77M | Buy |
128,689
+17,554
| +16% | +$924K | 0.12% | 179 |
|
|
2024
Q2 | $5.57M | Buy |
111,135
+15,640
| +16% | +$784K | 0.11% | 203 |
|
|
2024
Q1 | $4.83M | Buy |
95,495
+34,429
| +56% | +$1.74M | 0.11% | 206 |
|
|
2023
Q4 | $3.12M | Buy |
61,066
+32,986
| +117% | +$1.68M | 0.08% | 260 |
|
|
2023
Q3 | $1.35M | Buy |
28,080
+12,623
| +82% | +$607K | 0.04% | 389 |
|
|
2023
Q2 | $776K | Buy |
15,457
+11,437
| +285% | +$574K | 0.03% | 501 |
|
|
2023
Q1 | $204K | Buy |
+4,020
| New | +$204K | 0.01% | 923 |
|