Leeward Financial Partners’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 | $1.58M | Buy |
32,142
+2,212
| +7% | +$108K | 0.5% | 48 |
|
|
2025
Q1 | $1.49M | Buy |
29,930
+918
| +3% | +$45.6K | 0.55% | 48 |
|
|
2024
Q4 | $1.45M | Buy |
29,012
+1,303
| +5% | +$65.3K | 0.52% | 47 |
|
|
2024
Q3 | $1.42M | Buy |
27,709
+857
| +3% | +$43.8K | 0.53% | 47 |
|
|
2024
Q2 | $1.35M | Buy |
26,852
+1,119
| +4% | +$56.1K | 0.55% | 46 |
|
|
2024
Q1 | $1.3M | Buy |
25,733
+4,094
| +19% | +$207K | 0.55% | 48 |
|
|
2023
Q4 | $1.1M | Buy |
21,639
+2,073
| +11% | +$106K | 0.53% | 50 |
|
|
2023
Q3 | $941K | Buy |
19,566
+3,046
| +18% | +$147K | 0.52% | 49 |
|
|
2023
Q2 | $830K | Buy |
+16,520
| New | +$830K | 0.48% | 54 |
|