Paladin Advisory 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 | $609K | Buy |
12,431
+11,104
| +837% | +$544K | 0.47% | 41 |
|
|
2025
Q1 | $65.8K | Hold |
1,327
| – | – | 0.05% | 133 |
|
|
2024
Q4 | $66.5K | Hold |
1,327
| – | – | 0.05% | 136 |
|
|
2024
Q3 | $67.8K | Buy |
1,327
+101
| +8% | +$5.16K | 0.05% | 136 |
|
|
2024
Q2 | $61.2K | Hold |
1,226
| – | – | 0.05% | 132 |
|
|
2024
Q1 | $61.7K | Hold |
1,226
| – | – | 0.05% | 131 |
|
|
2023
Q4 | $62.6K | Hold |
1,226
| – | – | 0.05% | 129 |
|
|
2023
Q3 | $59K | Buy |
1,226
+197
| +19% | +$9.48K | 0.05% | 140 |
|
|
2023
Q2 | $51.7K | Buy |
1,029
+189
| +23% | +$9.49K | 0.04% | 151 |
|
|
2023
Q1 | $42.6K | Buy |
+840
| New | +$42.6K | 0.04% | 161 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 249 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 254 |
|
|
2022
Q2 | – | Sell |
-752
| Closed | -$38K | – | 255 |
|
|
2022
Q1 | $38K | Buy |
+752
| New | +$38K | 0.03% | 189 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 247 |
|