McAdam LLC’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

McAdam LLC’s Portfolio VTEB Stock Details VTEB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.85M	Sell	77,130 -2,378	-3%	-$120K	0.17%	75
2025 Q4	$4M	Buy	79,508 +1,603	+2%	+$80.7K	0.18%	68
2025 Q3	$3.9M	Sell	77,905 -701	-0.9%	-$34.5K	0.19%	64
2025 Q2	$3.85M	Sell	78,606 -7,054	-8%	-$345K	0.21%	62
2025 Q1	$4.25M	Sell	85,660 -34,811	-29%	-$1.74M	0.26%	54
2024 Q4	$6.04M	Sell	120,471 -1,217	-1%	-$61.5K	0.33%	46
2024 Q3	$6.22M	Sell	121,688 -2,522	-2%	-$128K	0.35%	45
2024 Q2	$6.22M	Sell	124,210 -2,228	-2%	-$111K	0.37%	40
2024 Q1	$6.4M	Sell	126,438 -2,307	-2%	-$117K	0.41%	39
2023 Q4	$6.57M	Buy	128,745 +15,009	+13%	+$736K	0.47%	35
2023 Q3	$5.47M	Buy	113,736 +9,003	+9%	+$446K	0.45%	38
2023 Q2	$5.26M	Sell	104,733 -6,820	-6%	-$343K	0.43%	42
2023 Q1	$5.65M	Buy	111,553 +86,782	+350%	+$4.36M	0.51%	39
2022 Q4	$1.36M	Sell	24,771 -84,402	-77%	-$4.13M	0.13%	67
2022 Q3	$5.26M	Sell	109,173 -9,882	-8%	-$494K	0.57%	38
2022 Q2	$5.94M	Buy	119,055 +4,484	+4%	+$225K	0.63%	33
2022 Q1	$5.91M	Buy	114,571 +89,800	+363%	+$4.78M	0.56%	32
2021 Q4	$1.36M	Buy	24,771 +1,101	+5%	+$60.3K	0.13%	67
2021 Q3	$1.3M	Buy	23,670 +72	+0.3%	+$3.98K	0.14%	66
2021 Q2	$1.31M	Buy	23,598 +329	+1%	+$18.1K	0.15%	65
2021 Q1	$1.27M	Buy	23,269 +134	+0.6%	+$7.36K	0.18%	59
2020 Q4	$1.27M	Buy	23,135 +884	+4%	+$48.3K	0.2%	60
2020 Q3	$1.21M	Buy	22,251 +6,199	+39%	+$338K	0.23%	47
2020 Q2	$869K	Buy	16,052 +9,195	+134%	+$490K	0.18%	52
2020 Q1	$363K	Buy	+6,857	New	+$367K	0.1%	63
2018 Q4	–	Sell	-1,341	Closed	-$68K	–	610
2018 Q3	$68K	Sell	1,341 -1,398	-51%	-$71.1K	0.03%	143
2018 Q2	$140K	Buy	2,739 +175	+7%	+$8.88K	0.06%	77
2018 Q1	$130K	Buy	+2,564	New	+$131K	0.06%	82
2017 Q3	–	Sell	-4,141	Closed	-$212K	–	46
2017 Q2	$212K	Sell	4,141 -300	-7%	-$15.3K	0.17%	43
2017 Q1	$225K	Buy	4,441 +96	+2%	+$4.84K	0.21%	40
2016 Q4	$218K	Buy	+4,345	New	+$221K	0.22%	49