Mill Creek Capital Advisors’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
Q1 | – | Sell |
-4,496
| Closed | -$225K | – | 265 |
|
|
2024
Q4 | $225K | Sell |
4,496
-29
| -0.6% | -$1.45K | 0.01% | 245 |
|
|
2024
Q3 | $231K | Sell |
4,525
-219
| -5% | -$11.2K | 0.01% | 226 |
|
|
2024
Q2 | $238K | Sell |
4,744
-201
| -4% | -$10.1K | 0.01% | 230 |
|
|
2024
Q1 | $250K | Hold |
4,945
| – | – | 0.01% | 212 |
|
|
2023
Q4 | $252K | Sell |
4,945
-354
| -7% | -$18.1K | 0.01% | 208 |
|
|
2023
Q3 | $255K | Sell |
5,299
-433
| -8% | -$20.8K | 0.01% | 189 |
|
|
2023
Q2 | $288K | Sell |
5,732
-597
| -9% | -$30K | 0.01% | 200 |
|
|
2023
Q1 | $321K | Sell |
6,329
-2,019
| -24% | -$102K | 0.01% | 184 |
|
|
2022
Q4 | $413K | Buy |
+8,348
| New | +$413K | 0.02% | 152 |
|