NJIM
Nabity-Jensen Investment Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $381K | Sell |
7,766
-408
| -5% | -$20K | 0.28% | 51 |
|
|
2025
Q1 | $406K | Sell |
8,174
-1,789
| -18% | -$88.8K | 0.32% | 48 |
|
|
2024
Q4 | $499K | Sell |
9,963
-60
| -0.6% | -$3.01K | 0.38% | 47 |
|
|
2024
Q3 | $512K | Sell |
10,023
-118
| -1% | -$6.03K | 0.39% | 46 |
|
|
2024
Q2 | $508K | Hold |
10,141
| – | – | 0.42% | 44 |
|
|
2024
Q1 | $513K | Sell |
10,141
-147
| -1% | -$7.44K | 0.42% | 44 |
|
|
2023
Q4 | $525K | Buy |
+10,288
| New | +$525K | 0.47% | 42 |
|