Larson Financial Group’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 | $79.2K | Buy |
1,616
+687
| +74% | +$33.7K | ﹤0.01% | 916 |
|
|
2025
Q1 | $46.1K | Sell |
929
-32
| -3% | -$1.59K | ﹤0.01% | 1053 |
|
|
2024
Q4 | $48.2K | Sell |
961
-198
| -17% | -$9.93K | ﹤0.01% | 910 |
|
|
2024
Q3 | $59.2K | Sell |
1,159
-1,072
| -48% | -$54.8K | ﹤0.01% | 848 |
|
|
2024
Q2 | $112K | Buy |
2,231
+1,882
| +539% | +$94.3K | 0.01% | 619 |
|
|
2024
Q1 | $17.6K | Buy |
349
+1
| +0.3% | +$51 | ﹤0.01% | 911 |
|
|
2023
Q4 | $17.8K | Sell |
348
-15
| -4% | -$766 | ﹤0.01% | 884 |
|
|
2023
Q3 | $17.5K | Sell |
363
-960
| -73% | -$46.2K | ﹤0.01% | 852 |
|
|
2023
Q2 | $66.5K | Hold |
1,323
| – | – | 0.01% | 492 |
|
|
2023
Q1 | $67K | Buy |
1,323
+1,214
| +1,114% | +$61.5K | 0.01% | 493 |
|
|
2022
Q4 | $5.4K | Sell |
109
-34
| -24% | -$1.68K | ﹤0.01% | 1007 |
|
|
2022
Q3 | $7K | Sell |
143
-121
| -46% | -$5.92K | ﹤0.01% | 895 |
|
|
2022
Q2 | $13K | Buy |
264
+32
| +14% | +$1.58K | ﹤0.01% | 648 |
|
|
2022
Q1 | $12K | Buy |
232
+90
| +63% | +$4.66K | ﹤0.01% | 626 |
|
|
2021
Q4 | $8K | Sell |
142
-134
| -49% | -$7.55K | ﹤0.01% | 741 |
|
|
2021
Q3 | $15K | Buy |
276
+219
| +384% | +$11.9K | ﹤0.01% | 527 |
|
|
2021
Q2 | $3K | Sell |
57
-339
| -86% | -$17.8K | ﹤0.01% | 708 |
|
|
2021
Q1 | $22K | Buy |
396
+90
| +29% | +$5K | 0.01% | 398 |
|
|
2020
Q4 | $17K | Hold |
306
| – | – | 0.01% | 407 |
|
|
2020
Q3 | $17K | Hold |
306
| – | – | 0.01% | 359 |
|
|
2020
Q2 | $17K | Hold |
306
| – | – | 0.01% | 307 |
|
|
2020
Q1 | $16K | Hold |
306
| – | – | 0.01% | 242 |
|
|
2019
Q4 | $16K | Buy |
306
+24
| +9% | +$1.26K | 0.01% | 251 |
|
|
2019
Q3 | $15K | Buy |
+282
| New | +$15K | 0.01% | 258 |
|