Ogorek Anthony Joseph’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 | $1.15M | Sell |
23,419
-391
| -2% | -$19.2K | 0.35% | 38 |
|
|
2025
Q1 | $1.18M | Sell |
23,810
-3,909
| -14% | -$194K | 0.39% | 39 |
|
|
2024
Q4 | $1.39M | Sell |
27,719
-7,929
| -22% | -$397K | 0.44% | 36 |
|
|
2024
Q3 | $1.82M | Sell |
35,648
-22,488
| -39% | -$1.15M | 0.63% | 25 |
|
|
2024
Q2 | $2.91M | Buy |
58,136
+369
| +0.6% | +$18.5K | 1.01% | 22 |
|
|
2024
Q1 | $2.92M | Sell |
57,767
-316
| -0.5% | -$16K | 1.02% | 22 |
|
|
2023
Q4 | $2.97M | Buy |
58,083
+22,045
| +61% | +$1.13M | 1.08% | 24 |
|
|
2023
Q3 | $1.73M | Buy |
36,038
+32,915
| +1,054% | +$1.58M | 0.68% | 37 |
|
|
2023
Q2 | $156K | Sell |
3,123
-1,490
| -32% | -$74.4K | 0.06% | 73 |
|
|
2023
Q1 | $233K | Hold |
4,613
| – | – | 0.1% | 67 |
|
|
2022
Q4 | $228K | Sell |
4,613
-8,763
| -66% | -$433K | 0.1% | 57 |
|
|
2022
Q3 | $643K | Sell |
13,376
-120
| -0.9% | -$5.77K | 0.31% | 42 |
|
|
2022
Q2 | $673K | Sell |
13,496
-194
| -1% | -$9.67K | 0.31% | 42 |
|
|
2022
Q1 | $705K | Hold |
13,690
| – | – | 0.29% | 43 |
|
|
2021
Q4 | $751K | Sell |
13,690
-30
| -0.2% | -$1.65K | 0.32% | 34 |
|
|
2021
Q3 | $751K | Hold |
13,720
| – | – | 0.34% | 30 |
|
|
2021
Q2 | $758K | Buy |
13,720
+594
| +5% | +$32.8K | 0.34% | 31 |
|
|
2021
Q1 | $717K | Sell |
13,126
-180
| -1% | -$9.83K | 0.35% | 30 |
|
|
2020
Q4 | $734K | Sell |
13,306
-100
| -0.7% | -$5.52K | 0.39% | 24 |
|
|
2020
Q3 | $729K | Sell |
13,406
-4,429
| -25% | -$241K | 0.43% | 23 |
|
|
2020
Q2 | $965K | Sell |
17,835
-41
| -0.2% | -$2.22K | 0.68% | 12 |
|
|
2020
Q1 | $945K | Buy |
17,876
+7,244
| +68% | +$383K | 0.51% | 15 |
|
|
2019
Q4 | $569K | Buy |
+10,632
| New | +$569K | 0.28% | 19 |
|
|
2019
Q1 | – | Sell |
-57,113
| Closed | -$2.92M | – | 163 |
|
|
2018
Q4 | $2.92M | Buy |
57,113
+6,319
| +12% | +$323K | 2.32% | 8 |
|
|
2018
Q3 | $2.57M | Buy |
50,794
+414
| +0.8% | +$20.9K | 1.89% | 8 |
|
|
2018
Q2 | $2.57M | Buy |
50,380
+3,489
| +7% | +$178K | 2% | 8 |
|
|
2018
Q1 | $2.38M | Sell |
46,891
-3,617
| -7% | -$184K | 2.07% | 7 |
|
|
2017
Q4 | $2.61M | Buy |
50,508
+3,601
| +8% | +$186K | 2.14% | 8 |
|
|
2017
Q3 | $2.42M | Sell |
46,907
-552
| -1% | -$28.5K | 2.36% | 7 |
|
|
2017
Q2 | $2.44M | Sell |
47,459
-10,086
| -18% | -$517K | 2.26% | 8 |
|
|
2017
Q1 | $2.91M | Sell |
57,545
-24,608
| -30% | -$1.25M | 3.01% | 7 |
|
|
2016
Q4 | $4.29M | Hold |
82,153
| – | – | 3.7% | 6 |
|
|
2016
Q3 | $4.29M | Buy |
82,153
+18,172
| +28% | +$948K | 3.7% | 6 |
|
|
2016
Q2 | $3.37M | Buy |
+63,981
| New | +$3.37M | 3.02% | 6 |
|