Mission 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 | $540K | Sell |
11,014
-1,419
| -11% | -$69.6K | 0.01% | 436 |
|
|
2025
Q1 | $617K | Buy |
12,433
+2,316
| +23% | +$115K | 0.02% | 382 |
|
|
2024
Q4 | $507K | Sell |
10,117
-391
| -4% | -$19.6K | 0.01% | 407 |
|
|
2024
Q3 | $537K | Sell |
10,508
-2,280
| -18% | -$117K | 0.01% | 403 |
|
|
2024
Q2 | $641K | Sell |
12,788
-10,661
| -45% | -$534K | 0.02% | 339 |
|
|
2024
Q1 | $1.19M | Buy |
23,449
+18,824
| +407% | +$952K | 0.03% | 247 |
|
|
2023
Q4 | $236K | Buy |
+4,625
| New | +$236K | 0.01% | 502 |
|
|
2023
Q3 | – | Sell |
-5,100
| Closed | -$256K | – | 552 |
|
|
2023
Q2 | $256K | Hold |
5,100
| – | – | 0.01% | 451 |
|
|
2023
Q1 | $258K | Sell |
5,100
-669
| -12% | -$33.9K | 0.01% | 447 |
|
|
2022
Q4 | $286K | Sell |
5,769
-2,834
| -33% | -$140K | 0.01% | 416 |
|
|
2022
Q3 | $414K | Buy |
8,603
+441
| +5% | +$21.2K | 0.02% | 311 |
|
|
2022
Q2 | $407K | Buy |
8,162
+1,448
| +22% | +$72.2K | 0.02% | 331 |
|
|
2022
Q1 | $346K | Buy |
+6,714
| New | +$346K | 0.02% | 366 |
|