Orcam Financial Group’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 | $751K | Sell |
15,322
-825
| -5% | -$40.5K | 0.65% | 26 |
|
|
2025
Q1 | $801K | Sell |
16,147
-826
| -5% | -$41K | 0.75% | 25 |
|
|
2024
Q4 | $851K | Hold |
16,973
| – | – | 0.82% | 25 |
|
|
2024
Q3 | $868K | Sell |
16,973
-12
| -0.1% | -$613 | 0.84% | 25 |
|
|
2024
Q2 | $851K | Hold |
16,985
| – | – | 0.91% | 25 |
|
|
2024
Q1 | $859K | Hold |
16,985
| – | – | 0.94% | 23 |
|
|
2023
Q4 | $867K | Hold |
16,985
| – | – | 1.06% | 19 |
|
|
2023
Q3 | $817K | Hold |
16,985
| – | – | 1.1% | 19 |
|
|
2023
Q2 | $853K | Sell |
16,985
-4,693
| -22% | -$236K | 1.18% | 18 |
|
|
2023
Q1 | $1.1M | Sell |
21,678
-1,150
| -5% | -$58.2K | 1.52% | 15 |
|
|
2022
Q4 | $1.13M | Sell |
22,828
-5,752
| -20% | -$285K | 1.74% | 14 |
|
|
2022
Q3 | $1.38M | Sell |
28,580
-500
| -2% | -$24.1K | 2.34% | 9 |
|
|
2022
Q2 | $1.45M | Hold |
29,080
| – | – | 2.33% | 9 |
|
|
2022
Q1 | $1.5M | Sell |
29,080
-778
| -3% | -$40.1K | 2.14% | 12 |
|
|
2021
Q4 | $1.64M | Buy |
+29,858
| New | +$1.64M | 2.24% | 12 |
|