Level Financial 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 | $219K | Sell |
4,460
-3,756
| -46% | -$184K | 0.07% | 89 |
|
|
2025
Q1 | $408K | Hold |
8,216
| – | – | 0.14% | 67 |
|
|
2024
Q4 | $412K | Buy |
8,216
+20
| +0.2% | +$1K | 0.15% | 63 |
|
|
2024
Q3 | $419K | Sell |
8,196
-316
| -4% | -$16.2K | 0.16% | 56 |
|
|
2024
Q2 | $427K | Buy |
8,512
+673
| +9% | +$33.7K | 0.18% | 51 |
|
|
2024
Q1 | $397K | Buy |
7,839
+275
| +4% | +$13.9K | 0.18% | 52 |
|
|
2023
Q4 | $386K | Sell |
7,564
-2,778
| -27% | -$142K | 0.19% | 49 |
|
|
2023
Q3 | $497K | Buy |
10,342
+3,053
| +42% | +$147K | 0.28% | 40 |
|
|
2023
Q2 | $366K | Sell |
7,289
-298
| -4% | -$15K | 0.2% | 48 |
|
|
2023
Q1 | $384K | Sell |
7,587
-1,017
| -12% | -$51.5K | 0.23% | 43 |
|
|
2022
Q4 | $426K | Buy |
8,604
+118
| +1% | +$5.84K | 0.28% | 39 |
|
|
2022
Q3 | $409K | Sell |
8,486
-2,048
| -19% | -$98.7K | 0.3% | 35 |
|
|
2022
Q2 | $526K | Buy |
10,534
+6,431
| +157% | +$321K | 0.39% | 30 |
|
|
2022
Q1 | $212K | Buy |
+4,103
| New | +$212K | 0.16% | 42 |
|