Mutual 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 | $1.08M | Sell |
22,311
-5,475
| -20% | -$266K | 0.03% | 479 |
|
|
2025
Q1 | $1.36M | Sell |
27,786
-3,341
| -11% | -$163K | 0.04% | 367 |
|
|
2024
Q4 | $1.55M | Sell |
31,127
-3,048
| -9% | -$152K | 0.04% | 344 |
|
|
2024
Q3 | $1.72M | Sell |
34,175
-41,475
| -55% | -$2.09M | 0.05% | 311 |
|
|
2024
Q2 | $3.82M | Buy |
75,650
+6,515
| +9% | +$329K | 0.12% | 170 |
|
|
2024
Q1 | $3.5M | Buy |
69,135
+10,560
| +18% | +$534K | 0.11% | 168 |
|
|
2023
Q4 | $2.99M | Sell |
58,575
-18,693
| -24% | -$954K | 0.1% | 189 |
|
|
2023
Q3 | $3.72M | Buy |
77,268
+6,560
| +9% | +$316K | 0.15% | 147 |
|
|
2023
Q2 | $3.55M | Buy |
70,708
+8,886
| +14% | +$446K | 0.13% | 154 |
|
|
2023
Q1 | $3.13M | Buy |
61,822
+179
| +0.3% | +$9.07K | 0.13% | 165 |
|
|
2022
Q4 | $3.05M | Sell |
61,643
-2,393
| -4% | -$118K | 0.14% | 157 |
|
|
2022
Q3 | $3.08M | Buy |
64,036
+6,828
| +12% | +$329K | 0.16% | 128 |
|
|
2022
Q2 | $2.86M | Buy |
57,208
+18,315
| +47% | +$914K | 0.19% | 123 |
|
|
2022
Q1 | $2.01M | Buy |
38,893
+3,629
| +10% | +$187K | 0.11% | 210 |
|
|
2021
Q4 | $1.94M | Buy |
35,264
+7,783
| +28% | +$427K | 0.1% | 238 |
|
|
2021
Q3 | $1.51M | Buy |
27,481
+10,352
| +60% | +$567K | 0.09% | 271 |
|
|
2021
Q2 | $947K | Buy |
17,129
+5,652
| +49% | +$312K | 0.06% | 363 |
|
|
2021
Q1 | $627K | Buy |
11,477
+4,137
| +56% | +$226K | 0.04% | 437 |
|
|
2020
Q4 | $405K | Sell |
7,340
-182
| -2% | -$10K | 0.03% | 515 |
|
|
2020
Q3 | $409K | Sell |
7,522
-559
| -7% | -$30.4K | 0.04% | 463 |
|
|
2020
Q2 | $438K | Buy |
8,081
+176
| +2% | +$9.54K | 0.04% | 418 |
|
|
2020
Q1 | $418K | Buy |
+7,905
| New | +$418K | 0.06% | 326 |
|