Kovitz Investment Group Partners’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.91M | Sell |
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|
2025
Q2 | $2.91M | Buy |
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|
2025
Q1 | $1.41M | Sell |
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|
2024
Q4 | $1.53M | Sell |
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|
2024
Q3 | $1.01M | Sell |
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|
2024
Q2 | $12.6M | Buy |
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|
2024
Q1 | $9.78M | Buy |
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|
2023
Q4 | $9.31M | Buy |
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|
2023
Q3 | $8.04M | Buy |
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|
2023
Q2 | $7.17M | Sell |
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|
2023
Q1 | $10.1M | Buy |
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