Narus Financial Partners’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 | $565K | Buy |
11,526
+451
| +4% | +$22.1K | 0.18% | 78 |
|
|
2025
Q1 | $550K | Sell |
11,075
-1,675
| -13% | -$83.1K | 0.19% | 75 |
|
|
2024
Q4 | $639K | Buy |
12,750
+800
| +7% | +$40.1K | 0.22% | 66 |
|
|
2024
Q3 | $611K | Hold |
11,950
| – | – | 0.22% | 67 |
|
|
2024
Q2 | $599K | Buy |
11,950
+1,700
| +17% | +$85.2K | 0.24% | 64 |
|
|
2024
Q1 | $519K | Buy |
10,250
+4,500
| +78% | +$228K | 0.22% | 71 |
|
|
2023
Q4 | $294K | Buy |
5,750
+1,550
| +37% | +$79.1K | 0.14% | 103 |
|
|
2023
Q3 | $202K | Sell |
4,200
-100
| -2% | -$4.81K | 0.1% | 124 |
|
|
2023
Q2 | $216K | Buy |
+4,300
| New | +$216K | 0.11% | 109 |
|