O'Rourke & Company’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 | $2.7M | Buy |
55,025
+159
| +0.3% | +$7.8K | 1.26% | 20 |
|
|
2025
Q1 | $2.72M | Buy |
54,866
+2,454
| +5% | +$122K | 1.35% | 16 |
|
|
2024
Q4 | $2.63M | Sell |
52,412
-2,935
| -5% | -$147K | 1.29% | 19 |
|
|
2024
Q3 | $2.83M | Buy |
55,347
+9,646
| +21% | +$493K | 1.42% | 19 |
|
|
2024
Q2 | $2.29M | Buy |
45,701
+493
| +1% | +$24.7K | 1.29% | 19 |
|
|
2024
Q1 | $2.29M | Buy |
45,208
+3,216
| +8% | +$163K | 1.33% | 21 |
|
|
2023
Q4 | $2.14M | Sell |
41,992
-9,136
| -18% | -$466K | 1.38% | 20 |
|
|
2023
Q3 | $2.46M | Sell |
51,128
-2,381
| -4% | -$115K | 1.79% | 12 |
|
|
2023
Q2 | $2.69M | Buy |
53,509
+8,156
| +18% | +$410K | 1.88% | 10 |
|
|
2023
Q1 | $2.3M | Buy |
45,353
+166
| +0.4% | +$8.41K | 1.75% | 11 |
|
|
2022
Q4 | $2.24M | Buy |
45,187
+14,333
| +46% | +$709K | 1.77% | 11 |
|
|
2022
Q3 | $1.49M | Buy |
30,854
+22,211
| +257% | +$1.07M | 1.3% | 21 |
|
|
2022
Q2 | $431K | Buy |
+8,643
| New | +$431K | 0.37% | 64 |
|