Lane & Associates’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
Q1 | $323K | Sell |
6,511
-829
| -11% | -$41.1K | 0.17% | 91 |
|
|
2024
Q4 | $368K | Sell |
7,340
-11,379
| -61% | -$570K | 0.19% | 87 |
|
|
2024
Q3 | $957K | Sell |
18,719
-14,036
| -43% | -$718K | 0.52% | 42 |
|
|
2024
Q2 | $1.64M | Buy |
32,755
+1,516
| +5% | +$76K | 0.97% | 27 |
|
|
2024
Q1 | $1.58M | Buy |
31,239
+279
| +0.9% | +$14.1K | 0.99% | 24 |
|
|
2023
Q4 | $1.58M | Sell |
30,960
-85
| -0.3% | -$4.34K | 1.15% | 24 |
|
|
2023
Q3 | $1.49M | Sell |
31,045
-1,936
| -6% | -$93.1K | 1.2% | 20 |
|
|
2023
Q2 | $1.66M | Buy |
32,981
+12,275
| +59% | +$616K | 1.32% | 19 |
|
|
2023
Q1 | $1.05M | Buy |
20,706
+3,289
| +19% | +$167K | 0.94% | 29 |
|
|
2022
Q4 | $862K | Buy |
+17,417
| New | +$862K | 0.82% | 30 |
|