P.J. Schmidt Investment Management (PJS)’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
Q2 | $4.54M | Sell |
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|
2025
Q1 | $4.67M | Buy |
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|
2024
Q4 | $4.72M | Buy |
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|
2024
Q3 | $4.8M | Buy |
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|
2024
Q2 | $4.67M | Buy |
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|
2024
Q1 | $4.56M | Buy |
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|
2023
Q4 | $4.46M | Buy |
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|
2023
Q3 | $3.67M | Sell |
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|
2023
Q2 | $4.38M | Sell |
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|
2023
Q1 | $4.39M | Buy |
|
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|
2022
Q4 | $3.2M | Sell |
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|
2022
Q3 | $3.16M | Buy |
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|
2022
Q2 | $3.08M | Buy |
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|
2022
Q1 | $1.04M | Buy |
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|
2021
Q4 | $908K | Buy |
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|
2021
Q3 | $623K | Buy |
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|
2021
Q2 | $407K | Buy |
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|
2021
Q1 | $239K | Buy |
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