Moneta Group Investment 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
Q2 | $1.1M | Sell |
22,513
-494
| -2% | -$24.2K | 0.01% | 293 |
|
|
2025
Q1 | $1.14M | Buy |
23,007
+3,963
| +21% | +$197K | 0.02% | 273 |
|
|
2024
Q4 | $955K | Sell |
19,044
-899
| -5% | -$45.1K | 0.01% | 290 |
|
|
2024
Q3 | $1.02M | Sell |
19,943
-18,867
| -49% | -$964K | 0.01% | 276 |
|
|
2024
Q2 | $1.94M | Buy |
38,810
+1,672
| +5% | +$83.8K | 0.03% | 189 |
|
|
2024
Q1 | $1.88M | Buy |
37,138
+5,955
| +19% | +$301K | 0.03% | 194 |
|
|
2023
Q4 | $1.59M | Buy |
31,183
+6,280
| +25% | +$321K | 0.03% | 192 |
|
|
2023
Q3 | $1.2M | Sell |
24,903
-22,727
| -48% | -$1.09M | 0.03% | 201 |
|
|
2023
Q2 | $2.39M | Sell |
47,630
-2,237
| -4% | -$112K | 0.05% | 152 |
|
|
2023
Q1 | $2.53M | Buy |
49,867
+11,085
| +29% | +$562K | 0.06% | 144 |
|
|
2022
Q4 | $1.97M | Buy |
38,782
+6,605
| +21% | +$336K | 0.05% | 144 |
|
|
2022
Q3 | $1.55M | Sell |
32,177
-17,242
| -35% | -$830K | 0.06% | 151 |
|
|
2022
Q2 | $2.47M | Sell |
49,419
-178,108
| -78% | -$8.89M | 0.08% | 128 |
|
|
2022
Q1 | $11.7M | Buy |
227,527
+148,580
| +188% | +$7.66M | 0.46% | 50 |
|
|
2021
Q4 | $4.34M | Buy |
78,947
+4,490
| +6% | +$247K | 0.18% | 88 |
|
|
2021
Q3 | $4.08M | Buy |
74,457
+5,216
| +8% | +$286K | 0.19% | 83 |
|
|
2021
Q2 | $3.83M | Buy |
69,241
+13,165
| +23% | +$728K | 0.18% | 95 |
|
|
2021
Q1 | $3.06M | Buy |
56,076
+25,690
| +85% | +$1.4M | 0.16% | 100 |
|
|
2020
Q4 | $1.68M | Buy |
30,386
+3,788
| +14% | +$209K | 0.12% | 109 |
|
|
2020
Q3 | $1.45M | Buy |
26,598
+9,143
| +52% | +$498K | 0.13% | 103 |
|
|
2020
Q2 | $945K | Buy |
17,455
+5,224
| +43% | +$283K | 0.09% | 116 |
|
|
2020
Q1 | $647K | Buy |
12,231
+7,188
| +143% | +$380K | 0.07% | 134 |
|
|
2019
Q4 | $270K | Sell |
5,043
-1,373
| -21% | -$73.5K | 0.02% | 214 |
|
|
2019
Q3 | $344K | Buy |
+6,416
| New | +$344K | 0.03% | 202 |
|