Partners Capital Investment 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 | – | Sell |
-9,157
| Closed | -$454K | – | 181 |
|
|
2025
Q1 | $454K | Buy |
+9,157
| New | +$454K | 0.01% | 152 |
|
|
2024
Q4 | – | Sell |
-9,115
| Closed | -$466K | – | 169 |
|
|
2024
Q3 | $466K | Buy |
9,115
+20
| +0.2% | +$1.02K | 0.01% | 156 |
|
|
2024
Q2 | $456K | Buy |
+9,095
| New | +$456K | 0.01% | 164 |
|
|
2024
Q1 | – | Sell |
-9,061
| Closed | -$463K | – | 269 |
|
|
2023
Q4 | $463K | Sell |
9,061
-4,039
| -31% | -$206K | 0.01% | 181 |
|
|
2023
Q3 | $630K | Buy |
13,100
+94
| +0.7% | +$4.52K | 0.02% | 166 |
|
|
2023
Q2 | $653K | Buy |
13,006
+4,906
| +61% | +$246K | 0.01% | 158 |
|
|
2023
Q1 | $410K | Sell |
8,100
-12,872
| -61% | -$652K | 0.02% | 113 |
|
|
2022
Q4 | $1.04M | Buy |
20,972
+174
| +0.8% | +$8.61K | 0.05% | 104 |
|
|
2022
Q3 | $1M | Buy |
+20,798
| New | +$1M | 0.06% | 106 |
|