Meredith Wealth Planning’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 | $1.62M | Sell |
33,096
-8,733
| -21% | -$428K | 0.59% | 21 |
|
|
2025
Q1 | $2.08M | Buy |
41,829
+3,896
| +10% | +$193K | 0.92% | 18 |
|
|
2024
Q4 | $1.9M | Sell |
37,933
-1,987
| -5% | -$99.6K | 0.85% | 19 |
|
|
2024
Q3 | $2.04M | Buy |
39,920
+370
| +0.9% | +$18.9K | 0.97% | 16 |
|
|
2024
Q2 | $1.98M | Buy |
39,550
+5,670
| +17% | +$284K | 1.04% | 12 |
|
|
2024
Q1 | $1.71M | Buy |
33,880
+11,675
| +53% | +$591K | 0.96% | 15 |
|
|
2023
Q4 | $1.13M | Buy |
22,205
+8,442
| +61% | +$431K | 0.7% | 20 |
|
|
2023
Q3 | $662K | Buy |
13,763
+164
| +1% | +$7.89K | 0.49% | 24 |
|
|
2023
Q2 | $683K | Buy |
13,599
+92
| +0.7% | +$4.62K | 0.56% | 20 |
|
|
2023
Q1 | $684K | Buy |
13,507
+7,231
| +115% | +$366K | 0.55% | 20 |
|
|
2022
Q4 | $311K | Buy |
+6,276
| New | +$311K | 0.27% | 36 |
|