NewEdge Wealth’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 | $852K | Sell |
17,437
-3,976
| -19% | -$194K | 0.01% | 574 |
|
|
2025
Q1 | $1.06M | Buy |
21,413
+465
| +2% | +$23.1K | 0.02% | 469 |
|
|
2024
Q4 | $1.05M | Buy |
20,948
+7,530
| +56% | +$377K | 0.02% | 469 |
|
|
2024
Q3 | $686K | Buy |
13,418
+3,531
| +36% | +$181K | 0.01% | 545 |
|
|
2024
Q2 | $495K | Buy |
9,887
+300
| +3% | +$15K | 0.01% | 555 |
|
|
2024
Q1 | $478K | Sell |
9,587
-69,974
| -88% | -$3.49M | 0.01% | 572 |
|
|
2023
Q4 | $4.06M | Buy |
+79,561
| New | +$4.06M | 0.1% | 170 |
|
|
2021
Q2 | – | Sell |
-43,862
| Closed | -$2.4M | – | 319 |
|
|
2021
Q1 | $2.4M | Buy |
+43,862
| New | +$2.4M | 0.24% | 94 |
|