Middleton & Co’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 | $1.52M | Hold |
31,100
| – | – | 0.17% | 84 |
|
|
2025
Q1 | $1.54M | Sell |
31,100
-5,200
| -14% | -$258K | 0.18% | 83 |
|
|
2024
Q4 | $1.82M | Hold |
36,300
| – | – | 0.2% | 77 |
|
|
2024
Q3 | $1.86M | Hold |
36,300
| – | – | 0.21% | 78 |
|
|
2024
Q2 | $1.82M | Hold |
36,300
| – | – | 0.21% | 77 |
|
|
2024
Q1 | $1.84M | Hold |
36,300
| – | – | 0.21% | 76 |
|
|
2023
Q4 | $1.85M | Sell |
36,300
-4,500
| -11% | -$230K | 0.23% | 78 |
|
|
2023
Q3 | $1.96M | Hold |
40,800
| – | – | 0.27% | 72 |
|
|
2023
Q2 | $2.05M | Buy |
+40,800
| New | +$2.05M | 0.27% | 73 |
|