MFG
Merit Financial Group’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 | $17.4M | Buy |
354,384
+140,109
| +65% | +$6.87M | 0.19% | 87 |
|
|
2025
Q1 | $10.6M | Buy |
214,275
+78,723
| +58% | +$3.91M | 0.16% | 109 |
|
|
2024
Q4 | $6.8M | Buy |
135,552
+10,181
| +8% | +$510K | 0.12% | 150 |
|
|
2024
Q3 | $6.41M | Buy |
125,371
+29,506
| +31% | +$1.51M | 0.14% | 126 |
|
|
2024
Q2 | $4.8M | Buy |
95,865
+22,978
| +32% | +$1.15M | 0.11% | 151 |
|
|
2024
Q1 | $3.65M | Buy |
72,887
+52,518
| +258% | +$2.63M | 0.09% | 178 |
|
|
2023
Q4 | $1.04M | Buy |
20,369
+3,813
| +23% | +$195K | 0.03% | 302 |
|
|
2023
Q3 | $796K | Sell |
16,556
-79,377
| -83% | -$3.82M | 0.03% | 360 |
|
|
2023
Q2 | $4.82M | Sell |
95,933
-91,275
| -49% | -$4.58M | 0.16% | 100 |
|
|
2023
Q1 | $9.48M | Buy |
187,208
+19,384
| +12% | +$982K | 0.34% | 49 |
|
|
2022
Q4 | $8.31M | Sell |
167,824
-71,519
| -30% | -$3.54M | 0.3% | 52 |
|
|
2022
Q3 | $11.5M | Sell |
239,343
-288,119
| -55% | -$13.9M | 0.5% | 25 |
|
|
2022
Q2 | $26.3M | Buy |
527,462
+265,956
| +102% | +$13.3M | 0.81% | 22 |
|
|
2022
Q1 | $13.5M | Buy |
+261,506
| New | +$13.5M | 0.81% | 11 |
|