Moseley Investment 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 | $484K | Buy |
9,871
+250
| +3% | +$12.3K | 0.17% | 95 |
|
|
2025
Q1 | $477K | Hold |
9,621
| – | – | 0.19% | 95 |
|
|
2024
Q4 | $482K | Sell |
9,621
-877
| -8% | -$44K | 0.19% | 91 |
|
|
2024
Q3 | $537K | Sell |
10,498
-573
| -5% | -$29.3K | 0.21% | 85 |
|
|
2024
Q2 | $555K | Sell |
11,071
-533
| -5% | -$26.7K | 0.26% | 78 |
|
|
2024
Q1 | $587K | Sell |
11,604
-1,159
| -9% | -$58.6K | 0.29% | 78 |
|
|
2023
Q4 | $652K | Sell |
12,763
-2,661
| -17% | -$136K | 0.36% | 66 |
|
|
2023
Q3 | $742K | Buy |
15,424
+1,086
| +8% | +$52.2K | 0.44% | 54 |
|
|
2023
Q2 | $720K | Sell |
14,338
-999
| -7% | -$50.2K | 0.42% | 61 |
|
|
2023
Q1 | $777K | Buy |
15,337
+861
| +6% | +$43.6K | 0.5% | 54 |
|
|
2022
Q4 | $716K | Buy |
14,476
+975
| +7% | +$48.3K | 0.51% | 50 |
|
|
2022
Q3 | $650K | Buy |
13,501
+748
| +6% | +$36K | 0.48% | 57 |
|
|
2022
Q2 | $637K | Sell |
12,753
-7,547
| -37% | -$377K | 0.44% | 58 |
|
|
2022
Q1 | $1.05M | Sell |
20,300
-27,153
| -57% | -$1.4M | 0.57% | 54 |
|
|
2021
Q4 | $2.61M | Sell |
47,453
-1,524
| -3% | -$83.7K | 1.18% | 21 |
|
|
2021
Q3 | $2.68M | Buy |
48,977
+75
| +0.2% | +$4.1K | 1.34% | 16 |
|
|
2021
Q2 | $2.7M | Buy |
48,902
+8,493
| +21% | +$470K | 1.33% | 14 |
|
|
2021
Q1 | $2.21M | Buy |
40,409
+17,694
| +78% | +$967K | 1.22% | 18 |
|
|
2020
Q4 | $1.25M | Buy |
22,715
+2,497
| +12% | +$138K | 0.73% | 40 |
|
|
2020
Q3 | $1.1M | Buy |
20,218
+8,752
| +76% | +$477K | 0.78% | 36 |
|
|
2020
Q2 | $621K | Buy |
11,466
+4,247
| +59% | +$230K | 0.52% | 56 |
|
|
2020
Q1 | $382K | Buy |
+7,219
| New | +$382K | 0.45% | 65 |
|