Moneywise Inc’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 | $4M | Buy |
81,514
+14,367
| +21% | +$704K | 1.87% | 15 |
|
|
2025
Q1 | $3.33M | Sell |
67,147
-17,814
| -21% | -$884K | 1.76% | 16 |
|
|
2024
Q4 | $4.26M | Sell |
84,961
-29,296
| -26% | -$1.47M | 2.14% | 15 |
|
|
2024
Q3 | $5.84M | Buy |
114,257
+51,534
| +82% | +$2.63M | 2.87% | 13 |
|
|
2024
Q2 | $3.14M | Buy |
62,723
+28,518
| +83% | +$1.43M | 1.66% | 19 |
|
|
2024
Q1 | $1.73M | Buy |
+34,205
| New | +$1.73M | 0.94% | 25 |
|