Occidental Asset Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $561K | Hold |
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|
2025
Q2 | $549K | Buy |
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|
2025
Q1 | $412K | Buy |
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|
2024
Q4 | $328K | Sell |
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|
2024
Q3 | $354K | Buy |
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|
2024
Q2 | $288K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $221K | Sell |
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|
2023
Q2 | $259K | Hold |
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|
2023
Q1 | $261K | Hold |
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|
2022
Q4 | $255K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $1.05M | Hold |
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|
2021
Q2 | $1.06M | Hold |
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|
2021
Q1 | $1.05M | Sell |
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|
2020
Q4 | $1.11M | Hold |
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|
2020
Q3 | $1.09M | Buy |
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|
2020
Q2 | $1.03M | Hold |
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|
2020
Q1 | $1.01M | Sell |
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|
2019
Q4 | $1.3M | Hold |
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|
2019
Q3 | $1.3M | Buy |
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|
2019
Q2 | $1.22M | Hold |
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|
2019
Q1 | $1.2M | Hold |
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|
2018
Q4 | $1.18M | Buy |
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|
2018
Q3 | $1.02M | Buy |
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|
2018
Q2 | $928K | Hold |
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|
2018
Q1 | $925K | Hold |
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|
2017
Q4 | $940K | Hold |
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|
2017
Q3 | $940K | Hold |
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|
2017
Q2 | $934K | Buy |
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|
2017
Q1 | $410K | Hold |
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|
2016
Q4 | $407K | Buy |
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