NCM
Neumann Capital 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 | $2.23M | Sell |
45,448
-8,352
| -16% | -$409K | 0.7% | 37 |
|
|
2025
Q1 | $2.67M | Hold |
53,800
| – | – | 0.92% | 28 |
|
|
2024
Q4 | $2.7M | Buy |
53,800
+250
| +0.5% | +$12.5K | 0.9% | 29 |
|
|
2024
Q3 | $2.74M | Buy |
53,550
+3,000
| +6% | +$153K | 0.91% | 28 |
|
|
2024
Q2 | $2.53M | Hold |
50,550
| – | – | 0.87% | 29 |
|
|
2024
Q1 | $2.56M | Buy |
50,550
+600
| +1% | +$30.4K | 0.91% | 31 |
|
|
2023
Q4 | $2.55M | Sell |
49,950
-7,600
| -13% | -$388K | 1.01% | 30 |
|
|
2023
Q3 | $2.77M | Buy |
57,550
+2,100
| +4% | +$101K | 1.21% | 23 |
|
|
2023
Q2 | $2.78M | Sell |
55,450
-250
| -0.4% | -$12.6K | 1.15% | 23 |
|
|
2023
Q1 | $2.82M | Buy |
55,700
+13,400
| +32% | +$679K | 1.24% | 23 |
|
|
2022
Q4 | $2.09M | Buy |
42,300
+4,455
| +12% | +$220K | 0.98% | 29 |
|
|
2022
Q3 | $1.82M | Buy |
+37,845
| New | +$1.82M | 0.94% | 36 |
|