Montag & Associates’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $135K | Hold |
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|
2025
Q2 | $132K | Hold |
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|
2025
Q1 | $134K | Sell |
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|
2024
Q4 | $211K | Sell |
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|
2024
Q3 | $407K | Sell |
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|
2024
Q2 | $508K | Sell |
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|
2024
Q1 | $893K | Buy |
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|
2023
Q4 | $839K | Sell |
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|
2023
Q3 | $1.12M | Hold |
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|
2023
Q2 | $1.17M | Buy |
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|
2023
Q1 | $809K | Buy |
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|
2022
Q4 | $313K | Buy |
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|
2022
Q3 | $298K | Buy |
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|
2022
Q2 | $270K | Buy |
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|
2022
Q1 | $260K | Buy |
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|
2021
Q4 | $107K | Hold |
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|
2021
Q3 | $107K | Buy |
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|
2021
Q2 | $48K | Hold |
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|
2021
Q1 | $47K | Sell |
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|
2020
Q4 | $93K | Buy |
|