Orcam Financial Group’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 | $767K | Hold |
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|
2025
Q2 | $751K | Sell |
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|
2025
Q1 | $801K | Sell |
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|
2024
Q4 | $851K | Hold |
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|
2024
Q3 | $868K | Sell |
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|
2024
Q2 | $851K | Hold |
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|
2024
Q1 | $859K | Hold |
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|
2023
Q4 | $867K | Hold |
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|
2023
Q3 | $817K | Hold |
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|
2023
Q2 | $853K | Sell |
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|
2023
Q1 | $1.1M | Sell |
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|
2022
Q4 | $1.13M | Sell |
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|
2022
Q3 | $1.38M | Sell |
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|
2022
Q2 | $1.45M | Hold |
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|
2022
Q1 | $1.5M | Sell |
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|
2021
Q4 | $1.64M | Buy |
|