Meridian 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 | $3.09M | Sell |
62,993
-1,942
| -3% | -$95.2K | 0.13% | 158 |
|
|
2025
Q1 | $3.22M | Buy |
64,935
+1,686
| +3% | +$83.7K | 0.16% | 143 |
|
|
2024
Q4 | $3.17M | Buy |
63,249
+989
| +2% | +$49.6K | 0.15% | 143 |
|
|
2024
Q3 | $3.18M | Buy |
+62,260
| New | +$3.18M | 0.16% | 140 |
|
|
2024
Q1 | – | Sell |
-25,737
| Closed | -$1.31M | – | 560 |
|
|
2023
Q4 | $1.31M | Buy |
25,737
+6,100
| +31% | +$311K | 0.08% | 221 |
|
|
2023
Q3 | $945K | Buy |
19,637
+13,713
| +231% | +$660K | 0.06% | 243 |
|
|
2023
Q2 | $298K | Sell |
5,924
-173
| -3% | -$8.69K | 0.03% | 441 |
|
|
2023
Q1 | $309K | Buy |
6,097
+402
| +7% | +$20.4K | 0.03% | 419 |
|
|
2022
Q4 | $282K | Buy |
5,695
+1,134
| +25% | +$56.1K | 0.03% | 431 |
|
|
2022
Q3 | $220K | Buy |
4,561
+335
| +8% | +$16.2K | 0.02% | 438 |
|
|
2022
Q2 | $211K | Buy |
4,226
+131
| +3% | +$6.54K | 0.02% | 507 |
|
|
2022
Q1 | $211K | Hold |
4,095
| – | – | 0.02% | 370 |
|
|
2021
Q4 | $225K | Hold |
4,095
| – | – | 0.02% | 372 |
|
|
2021
Q3 | $224K | Sell |
4,095
-4,811
| -54% | -$263K | 0.03% | 366 |
|
|
2021
Q2 | $493K | Buy |
8,906
+4,811
| +117% | +$266K | 0.06% | 231 |
|
|
2021
Q1 | $224K | Hold |
4,095
| – | – | 0.03% | 327 |
|
|
2020
Q4 | $226K | Buy |
+4,095
| New | +$226K | 0.04% | 298 |
|
|
2020
Q1 | – | Sell |
-5,045
| Closed | -$270K | – | 253 |
|
|
2019
Q4 | $270K | Hold |
5,045
| – | – | 0.13% | 162 |
|
|
2019
Q3 | $271K | Hold |
5,045
| – | – | 0.13% | 162 |
|
|
2019
Q2 | $2.68K | Hold |
5,045
| – | – | 0.11% | 165 |
|
|
2019
Q1 | $263K | Buy |
5,045
+20
| +0.4% | +$1.04K | 0.12% | 155 |
|
|
2018
Q4 | $257K | Buy |
+5,025
| New | +$257K | 0.15% | 129 |
|