NFP Retirement Inc’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 | $985K | Sell |
20,086
-13,260
| -40% | -$650K | 0.07% | 138 |
|
|
2025
Q1 | $1.65M | Sell |
33,346
-17,329
| -34% | -$860K | 0.13% | 87 |
|
|
2024
Q4 | $2.54M | Buy |
50,675
+316
| +0.6% | +$15.8K | 0.2% | 67 |
|
|
2024
Q3 | $2.57M | Buy |
50,359
+4,180
| +9% | +$214K | 0.21% | 68 |
|
|
2024
Q2 | $2.31M | Buy |
46,179
+959
| +2% | +$48.1K | 0.19% | 73 |
|
|
2024
Q1 | $2.29M | Buy |
45,220
+2,887
| +7% | +$146K | 0.2% | 72 |
|
|
2023
Q4 | $2.16M | Buy |
42,333
+4,211
| +11% | +$215K | 0.37% | 56 |
|
|
2023
Q3 | $1.83M | Sell |
38,122
-278
| -0.7% | -$13.4K | 0.35% | 64 |
|
|
2023
Q2 | $1.93M | Buy |
38,400
+3,218
| +9% | +$162K | 0.36% | 62 |
|
|
2023
Q1 | $1.78M | Buy |
35,182
+557
| +2% | +$28.2K | 0.35% | 62 |
|
|
2022
Q4 | $1.71M | Buy |
34,625
+17,938
| +107% | +$888K | 0.38% | 59 |
|
|
2022
Q3 | $803K | Buy |
16,687
+4,740
| +40% | +$228K | 0.2% | 101 |
|
|
2022
Q2 | $596K | Sell |
11,947
-12,249
| -51% | -$611K | 0.15% | 116 |
|
|
2022
Q1 | $1.25M | Sell |
24,196
-4,996
| -17% | -$258K | 0.3% | 69 |
|
|
2021
Q4 | $1.6M | Buy |
29,192
+11,506
| +65% | +$632K | 0.57% | 37 |
|
|
2021
Q3 | $969K | Sell |
17,686
-1,316
| -7% | -$72.1K | 0.39% | 47 |
|
|
2021
Q2 | $1.05M | Buy |
19,002
+82
| +0.4% | +$4.54K | 0.41% | 47 |
|
|
2021
Q1 | $1.03M | Buy |
18,920
+243
| +1% | +$13.3K | 0.45% | 45 |
|
|
2020
Q4 | $1.03M | Sell |
18,677
-905
| -5% | -$49.9K | 0.64% | 41 |
|
|
2020
Q3 | $1.07M | Sell |
19,582
-506
| -3% | -$27.5K | 0.7% | 42 |
|
|
2020
Q2 | $1.09M | Buy |
20,088
+9,010
| +81% | +$488K | 0.8% | 36 |
|
|
2020
Q1 | $586K | Sell |
11,078
-6,705
| -38% | -$355K | 0.57% | 41 |
|
|
2019
Q4 | $953K | Buy |
+17,783
| New | +$953K | 0.89% | 36 |
|