Mason Investment Advisory Services’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 | $618K | Buy |
12,603
+104
| +0.8% | +$5.1K | 0.03% | 41 |
|
|
2025
Q1 | $620K | Buy |
12,499
+67
| +0.5% | +$3.32K | 0.04% | 38 |
|
|
2024
Q4 | $623K | Buy |
12,432
+910
| +8% | +$45.6K | 0.04% | 40 |
|
|
2024
Q3 | $589K | Buy |
11,522
+926
| +9% | +$47.3K | 0.03% | 38 |
|
|
2024
Q2 | $531K | Buy |
10,596
+963
| +10% | +$48.3K | 0.03% | 38 |
|
|
2024
Q1 | $487K | Buy |
9,633
+828
| +9% | +$41.9K | 0.03% | 41 |
|
|
2023
Q4 | $449K | Buy |
8,805
+841
| +11% | +$42.9K | 0.03% | 39 |
|
|
2023
Q3 | $383K | Buy |
7,964
+2,287
| +40% | +$110K | 0.04% | 41 |
|
|
2023
Q2 | $285K | Buy |
+5,677
| New | +$285K | 0.02% | 54 |
|