Nisa Investment Advisors’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 | $12.1M | Sell |
246,195
-28,600
| -10% | -$1.4M | 0.05% | 231 |
|
|
2025
Q1 | $13.6M | Buy |
274,795
+162,680
| +145% | +$8.07M | 0.07% | 223 |
|
|
2024
Q4 | $5.62M | Buy |
+112,115
| New | +$5.62M | 0.02% | 426 |
|
|
2024
Q2 | – | Sell |
-89,810
| Closed | -$4.54M | – | 2979 |
|
|
2024
Q1 | $4.54M | Buy |
+89,810
| New | +$4.54M | 0.03% | 468 |
|
|
2023
Q4 | – | Sell |
-663,285
| Closed | -$31.9M | – | 2754 |
|
|
2023
Q3 | $31.9M | Buy |
663,285
+212,270
| +47% | +$10.2M | 0.24% | 86 |
|
|
2023
Q2 | $22.6M | Sell |
451,015
-75,185
| -14% | -$3.78M | 0.17% | 134 |
|
|
2023
Q1 | $26.7M | Hold |
526,200
| – | – | 0.21% | 109 |
|
|
2022
Q4 | $26M | Buy |
+526,200
| New | +$26M | 0.21% | 116 |
|