OneDigital Investment Advisors’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 | $92.8M | Sell |
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|
2025
Q2 | $91.4M | Buy |
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|
2025
Q1 | $85.7M | Buy |
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|
2024
Q4 | $81.2M | Buy |
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|
2024
Q3 | $71.5M | Sell |
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|
2024
Q2 | $72.1M | Buy |
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|
2024
Q1 | $67.1M | Buy |
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|
2023
Q4 | $57.3M | Buy |
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|
2023
Q3 | $47.2M | Buy |
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|
2023
Q2 | $23.5M | Buy |
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|
2023
Q1 | $21.2M | Buy |
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|
2022
Q4 | $20.7M | Buy |
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|
2022
Q3 | $3.89M | Buy |
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|
2022
Q2 | $709K | Sell |
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|
2022
Q1 | $755K | Buy |
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|
2021
Q4 | $540K | Buy |
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|
2021
Q3 | $530K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $333K | Buy |
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|
2020
Q2 | $330K | Buy |
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|
2020
Q1 | $320K | Sell |
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|
2019
Q4 | $342K | Buy |
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|
2019
Q3 | $340K | Sell |
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|
2019
Q2 | $668K | Buy |
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|
2019
Q1 | $327K | Buy |
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|
2018
Q4 | $226K | Buy |
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|
2018
Q3 | $35K | Buy |
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|
2018
Q2 | $29K | Sell |
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|
2018
Q1 | $40K | Buy |
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