Kovitz Investment Group Partners’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 | $2.91M | Buy |
59,314
+30,833
| +108% | +$1.51M | 0.01% | 548 |
|
|
2025
Q1 | $1.41M | Sell |
28,481
-2,128
| -7% | -$106K | 0.01% | 647 |
|
|
2024
Q4 | $1.53M | Sell |
30,609
-5,937
| -16% | -$298K | 0.01% | 620 |
|
|
2024
Q3 | $1.01M | Sell |
36,546
-214,454
| -85% | -$5.94M | 0.01% | 621 |
|
|
2024
Q2 | $12.6M | Buy |
251,000
+57,691
| +30% | +$2.89M | 0.11% | 137 |
|
|
2024
Q1 | $9.78M | Buy |
193,309
+10,994
| +6% | +$556K | 0.12% | 117 |
|
|
2023
Q4 | $9.31M | Buy |
182,315
+15,113
| +9% | +$772K | 0.15% | 74 |
|
|
2023
Q3 | $8.04M | Buy |
167,202
+24,480
| +17% | +$1.18M | 0.14% | 84 |
|
|
2023
Q2 | $7.17M | Sell |
142,722
-56,425
| -28% | -$2.83M | 0.11% | 99 |
|
|
2023
Q1 | $10.1M | Buy |
+199,147
| New | +$10.1M | 0.18% | 73 |
|