Latitude Advisors’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 | $338K | Buy |
6,884
+1,259
| +22% | +$61.7K | 0.17% | 134 |
|
|
2025
Q1 | $279K | Sell |
5,625
-10
| -0.2% | -$496 | 0.16% | 151 |
|
|
2024
Q4 | $282K | Buy |
+5,635
| New | +$282K | 0.16% | 141 |
|
|
2024
Q1 | – | Sell |
-3,958
| Closed | -$202K | – | 195 |
|
|
2023
Q4 | $202K | Buy |
+3,958
| New | +$202K | 0.14% | 167 |
|
|
2022
Q4 | – | Sell |
-4,706
| Closed | -$227K | – | 169 |
|
|
2022
Q3 | $227K | Buy |
+4,706
| New | +$227K | 0.19% | 124 |
|