Lowe Brockenbrough & Co’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
Q1 | – | Sell |
-4,000
| Closed | -$201K | – | 268 |
|
2024
Q4 | $201K | Sell |
4,000
-4,000
| -50% | -$201K | 0.01% | 263 |
|
2024
Q3 | $409K | Hold |
8,000
| – | – | 0.03% | 228 |
|
2024
Q2 | $401K | Hold |
8,000
| – | – | 0.03% | 225 |
|
2024
Q1 | $405K | Hold |
8,000
| – | – | 0.03% | 230 |
|
2023
Q4 | $408K | Sell |
8,000
-7,350
| -48% | -$375K | 0.03% | 223 |
|
2023
Q3 | $738K | Buy |
15,350
+8,000
| +109% | +$385K | 0.06% | 193 |
|
2023
Q2 | $369K | Hold |
7,350
| – | – | 0.03% | 232 |
|
2023
Q1 | $372K | Hold |
7,350
| – | – | 0.03% | 224 |
|
2022
Q4 | $364K | Sell |
7,350
-53,700
| -88% | -$2.66M | 0.03% | 225 |
|
2022
Q3 | $2.94M | Buy |
61,050
+150
| +0.2% | +$7.22K | 0.28% | 91 |
|
2022
Q2 | $3.04M | Hold |
60,900
| – | – | 0.27% | 94 |
|
2022
Q1 | $3.14M | Buy |
+60,900
| New | +$3.14M | 0.23% | 103 |
|
2021
Q4 | – | Sell |
-58,900
| Closed | -$3.23M | – | 277 |
|
2021
Q3 | $3.23M | Buy |
+58,900
| New | +$3.23M | 0.25% | 102 |
|