MFA
Mayflower Financial Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.8M | Buy |
179,461
+70,904
| +65% | +$3.48M | 1.22% | 17 |
|
|
2025
Q1 | $5.39M | Buy |
108,557
+7,879
| +8% | +$391K | 0.82% | 27 |
|
|
2024
Q4 | $5.05M | Buy |
100,678
+4,881
| +5% | +$245K | 0.75% | 32 |
|
|
2024
Q3 | $4.9M | Buy |
95,797
+99
| +0.1% | +$5.06K | 0.74% | 32 |
|
|
2024
Q2 | $4.8M | Buy |
95,698
+5,855
| +7% | +$293K | 0.79% | 33 |
|
|
2024
Q1 | $4.55M | Sell |
89,843
-330
| -0.4% | -$16.7K | 0.76% | 32 |
|
|
2023
Q4 | $4.6M | Buy |
90,173
+63,432
| +237% | +$3.24M | 0.64% | 42 |
|
|
2023
Q3 | $1.29M | Buy |
26,741
+13,778
| +106% | +$663K | 0.19% | 108 |
|
|
2023
Q2 | $651K | Buy |
12,963
+1
| +0% | +$50 | 0.08% | 171 |
|
|
2023
Q1 | $657K | Sell |
12,962
-451
| -3% | -$22.8K | 0.09% | 168 |
|
|
2022
Q4 | $664K | Sell |
13,413
-34,237
| -72% | -$1.69M | 0.09% | 159 |
|
|
2022
Q3 | $2.29M | Buy |
47,650
+870
| +2% | +$41.9K | 0.37% | 59 |
|
|
2022
Q2 | $2.34M | Sell |
46,780
-1,379
| -3% | -$68.8K | 0.36% | 60 |
|
|
2022
Q1 | $2.48M | Buy |
48,159
+1,753
| +4% | +$90.4K | 0.33% | 58 |
|
|
2021
Q4 | $2.55M | Buy |
46,406
+638
| +1% | +$35K | 0.34% | 58 |
|
|
2021
Q3 | $2.5M | Buy |
45,768
+640
| +1% | +$35K | 0.34% | 61 |
|
|
2021
Q2 | $2.5M | Sell |
45,128
-208
| -0.5% | -$11.5K | 0.34% | 60 |
|
|
2021
Q1 | $2.48M | Hold |
45,336
| – | – | 0.37% | 51 |
|
|
2020
Q4 | $2.5M | Buy |
+45,336
| New | +$2.5M | 0.43% | 47 |
|