Long Island Wealth Management’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 | $952K | Sell |
19,411
-935
| -5% | -$45.8K | 0.49% | 43 |
|
|
2025
Q1 | $1.01M | Buy |
20,346
+466
| +2% | +$23.1K | 0.61% | 37 |
|
|
2024
Q4 | $997K | Sell |
19,880
-38
| -0.2% | -$1.91K | 0.62% | 36 |
|
|
2024
Q3 | $1.02M | Buy |
19,918
+145
| +0.7% | +$7.41K | 0.67% | 35 |
|
|
2024
Q2 | $991K | Sell |
19,773
-428
| -2% | -$21.5K | 0.7% | 33 |
|
|
2024
Q1 | $1.02M | Buy |
20,201
+144
| +0.7% | +$7.29K | 0.72% | 36 |
|
|
2023
Q4 | $1.02M | Buy |
+20,057
| New | +$1.02M | 0.73% | 35 |
|