Moser Wealth 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 | $702K | Buy |
14,314
+196
| +1% | +$9.61K | 0.34% | 54 |
|
|
2025
Q1 | $701K | Buy |
14,118
+318
| +2% | +$15.8K | 0.37% | 50 |
|
|
2024
Q4 | $692K | Sell |
13,800
-300
| -2% | -$15K | 0.36% | 47 |
|
|
2024
Q3 | $721K | Hold |
14,100
| – | – | 0.37% | 46 |
|
|
2024
Q2 | $707K | Sell |
14,100
-605
| -4% | -$30.3K | 0.38% | 43 |
|
|
2024
Q1 | $744K | Sell |
14,705
-250
| -2% | -$12.7K | 0.41% | 47 |
|
|
2023
Q4 | $763K | Sell |
14,955
-950
| -6% | -$48.5K | 0.49% | 41 |
|
|
2023
Q3 | $765K | Hold |
15,905
| – | – | 0.54% | 40 |
|
|
2023
Q2 | $799K | Buy |
+15,905
| New | +$799K | 0.54% | 44 |
|
|
2022
Q4 | $861K | Sell |
17,405
-600
| -3% | -$29.7K | 0.65% | 41 |
|
|
2022
Q3 | $867K | Buy |
18,005
+9,855
| +121% | +$475K | 0.68% | 40 |
|
|
2022
Q2 | $407K | Sell |
8,150
-3,905
| -32% | -$195K | 0.3% | 57 |
|
|
2022
Q1 | $621K | Sell |
12,055
-2,950
| -20% | -$152K | 0.39% | 50 |
|
|
2021
Q4 | $824K | Sell |
15,005
-4,500
| -23% | -$247K | 0.5% | 44 |
|
|
2021
Q3 | $1.07M | Sell |
19,505
-285
| -1% | -$15.6K | 0.68% | 36 |
|
|
2021
Q2 | $1.09M | Buy |
19,790
+90
| +0.5% | +$4.98K | 0.7% | 37 |
|
|
2021
Q1 | $1.08M | Buy |
19,700
+3,900
| +25% | +$213K | 0.76% | 32 |
|
|
2020
Q4 | $872K | Hold |
15,800
| – | – | 0.64% | 38 |
|
|
2020
Q3 | $860K | Hold |
15,800
| – | – | 0.68% | 33 |
|
|
2020
Q2 | $855K | Hold |
15,800
| – | – | 0.82% | 31 |
|
|
2020
Q1 | $836K | Hold |
15,800
| – | – | 0.97% | 25 |
|
|
2019
Q4 | $846K | Buy |
+15,800
| New | +$846K | 0.81% | 27 |
|