Mascoma 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 | $270K | Hold |
5,505
| – | – | 0.06% | 75 |
|
|
2025
Q1 | $273K | Hold |
5,505
| – | – | 0.07% | 77 |
|
|
2024
Q4 | $276K | Hold |
5,505
| – | – | 0.07% | 79 |
|
|
2024
Q3 | $281K | Hold |
5,505
| – | – | 0.07% | 81 |
|
|
2024
Q2 | $276K | Hold |
5,505
| – | – | 0.07% | 79 |
|
|
2024
Q1 | $279K | Sell |
5,505
-1
| -0% | -$51 | 0.08% | 79 |
|
|
2023
Q4 | $281K | Sell |
5,506
-3,199
| -37% | -$163K | 0.08% | 82 |
|
|
2023
Q3 | $419K | Hold |
8,705
| – | – | 0.13% | 67 |
|
|
2023
Q2 | $432K | Sell |
8,705
-1,077
| -11% | -$53.5K | 0.13% | 67 |
|
|
2023
Q1 | $493K | Buy |
9,782
+1,051
| +12% | +$53K | 0.14% | 69 |
|
|
2022
Q4 | $432K | Buy |
8,731
+3,931
| +82% | +$195K | 0.14% | 75 |
|
|
2022
Q3 | $231K | Buy |
4,800
+2,075
| +76% | +$99.9K | 0.08% | 102 |
|
|
2022
Q2 | $136K | Buy |
+2,725
| New | +$136K | 0.05% | 143 |
|