KOC
Koss-Olinger Consulting’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-11,851
| Closed | -$588K | – | 329 |
|
|
2025
Q1 | $588K | Sell |
11,851
-563,390
| -98% | -$28M | 0.05% | 170 |
|
|
2024
Q4 | $28.8M | Sell |
575,241
-96,295
| -14% | -$4.83M | 2.53% | 12 |
|
|
2024
Q3 | $34.3M | Sell |
671,536
-5,878
| -0.9% | -$300K | 2.98% | 8 |
|
|
2024
Q2 | $33.9M | Buy |
+677,414
| New | +$33.9M | 3.14% | 8 |
|
|
2024
Q1 | – | Sell |
-721,495
| Closed | -$36.8M | – | 312 |
|
|
2023
Q4 | $36.8M | Buy |
+721,495
| New | +$36.8M | 3.61% | 8 |
|
|
2023
Q1 | – | Sell |
-92,563
| Closed | -$4.58M | – | 272 |
|
|
2022
Q4 | $4.58M | Buy |
+92,563
| New | +$4.58M | 0.66% | 23 |
|
|
2022
Q3 | – | Sell |
-4,026
| Closed | -$201K | – | 236 |
|
|
2022
Q2 | $201K | Buy |
+4,026
| New | +$201K | 0.04% | 163 |
|