PJSIMP
P.J. Schmidt Investment Management (PJS)’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.54M | Sell |
92,579
-1,599
| -2% | -$78.4K | 0.78% | 40 |
|
|
2025
Q1 | $4.67M | Buy |
94,178
+60
| +0.1% | +$2.98K | 0.86% | 37 |
|
|
2024
Q4 | $4.72M | Buy |
94,118
+263
| +0.3% | +$13.2K | 0.82% | 39 |
|
|
2024
Q3 | $4.8M | Buy |
93,855
+685
| +0.7% | +$35K | 0.83% | 37 |
|
|
2024
Q2 | $4.67M | Buy |
93,170
+3,037
| +3% | +$152K | 0.85% | 36 |
|
|
2024
Q1 | $4.56M | Buy |
90,133
+1,723
| +2% | +$87.2K | 0.86% | 38 |
|
|
2023
Q4 | $4.46M | Buy |
88,410
+11,028
| +14% | +$557K | 0.88% | 35 |
|
|
2023
Q3 | $3.67M | Sell |
77,382
-9,393
| -11% | -$445K | 0.79% | 38 |
|
|
2023
Q2 | $4.38M | Sell |
86,775
-551
| -0.6% | -$27.8K | 0.87% | 36 |
|
|
2023
Q1 | $4.39M | Buy |
87,326
+22,634
| +35% | +$1.14M | 0.92% | 36 |
|
|
2022
Q4 | $3.2M | Sell |
64,692
-1,266
| -2% | -$62.7K | 0.73% | 45 |
|
|
2022
Q3 | $3.16M | Buy |
65,958
+4,654
| +8% | +$223K | 0.76% | 37 |
|
|
2022
Q2 | $3.08M | Buy |
61,304
+40,499
| +195% | +$2.03M | 0.67% | 41 |
|
|
2022
Q1 | $1.04M | Buy |
20,805
+3,840
| +23% | +$192K | 0.23% | 76 |
|
|
2021
Q4 | $908K | Buy |
16,965
+5,542
| +49% | +$297K | 0.18% | 88 |
|
|
2021
Q3 | $623K | Buy |
11,423
+4,100
| +56% | +$224K | 0.12% | 108 |
|
|
2021
Q2 | $407K | Buy |
7,323
+2,988
| +69% | +$166K | 0.08% | 128 |
|
|
2021
Q1 | $239K | Buy |
+4,335
| New | +$239K | 0.05% | 158 |
|