Key Financial Inc’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 | $48K | Sell |
979
-5,656
| -85% | -$277K | 0.01% | 498 |
|
|
2025
Q1 | $329K | Buy |
6,635
+2,319
| +54% | +$115K | 0.07% | 202 |
|
|
2024
Q4 | $216K | Hold |
4,316
| – | – | 0.05% | 245 |
|
|
2024
Q3 | $221K | Sell |
4,316
-1,315
| -23% | -$67.2K | 0.05% | 236 |
|
|
2024
Q2 | $282K | Hold |
5,631
| – | – | 0.07% | 200 |
|
|
2024
Q1 | $285K | Hold |
5,631
| – | – | 0.07% | 190 |
|
|
2023
Q4 | $287K | Hold |
5,631
| – | – | 0.08% | 181 |
|
|
2023
Q3 | $271K | Hold |
5,631
| – | – | 0.09% | 174 |
|
|
2023
Q2 | $283K | Hold |
5,631
| – | – | 0.09% | 170 |
|
|
2023
Q1 | $285K | Sell |
5,631
-322
| -5% | -$16.3K | 0.1% | 158 |
|
|
2022
Q4 | $287K | Hold |
5,953
| – | – | 0.14% | 130 |
|
|
2022
Q3 | $287K | Hold |
5,953
| – | – | 0.14% | 132 |
|
|
2022
Q2 | $298K | Buy |
+5,953
| New | +$298K | 0.16% | 113 |
|