Leverty 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 | $274K | Sell |
5,585
-12,586
| -69% | -$617K | 0.08% | 33 |
|
|
2025
Q1 | $902K | Sell |
18,171
-51,074
| -74% | -$2.53M | 0.37% | 16 |
|
|
2024
Q4 | $3.47M | Buy |
69,245
+9,343
| +16% | +$468K | 1.77% | 7 |
|
|
2024
Q3 | $3.06M | Buy |
59,902
+269
| +0.5% | +$13.8K | 1.67% | 8 |
|
|
2024
Q2 | $2.99M | Sell |
59,633
-2,391
| -4% | -$120K | 1.77% | 9 |
|
|
2024
Q1 | $3.14M | Buy |
62,024
+268
| +0.4% | +$13.6K | 1.87% | 9 |
|
|
2023
Q4 | $3.15M | Buy |
+61,756
| New | +$3.15M | 2% | 9 |
|