Kuhn & Co Investment Counsel’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 | $2.23M | Buy |
45,487
+4,767
| +12% | +$234K | 1.69% | 14 |
|
|
2025
Q1 | $2.02M | Buy |
40,720
+2,281
| +6% | +$113K | 1.7% | 13 |
|
|
2024
Q4 | $1.93M | Buy |
38,439
+1,999
| +5% | +$100K | 1.64% | 14 |
|
|
2024
Q3 | $1.86M | Buy |
36,440
+1,397
| +4% | +$71.4K | 1.59% | 14 |
|
|
2024
Q2 | $1.76M | Buy |
35,043
+4,319
| +14% | +$216K | 1.58% | 15 |
|
|
2024
Q1 | $1.55M | Buy |
30,724
+3,074
| +11% | +$156K | 1.46% | 17 |
|
|
2023
Q4 | $1.41M | Buy |
+27,650
| New | +$1.41M | 1.45% | 17 |
|