Partners in Financial Planning’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 | $11.7M | Buy |
238,192
+21,092
| +10% | +$1.03M | 2.15% | 12 |
|
|
2025
Q1 | $10.8M | Buy |
217,100
+8,118
| +4% | +$403K | 2.16% | 12 |
|
|
2024
Q4 | $10.5M | Sell |
208,982
-12,836
| -6% | -$643K | 2.14% | 12 |
|
|
2024
Q3 | $11.3M | Buy |
221,818
+4,245
| +2% | +$217K | 2.29% | 12 |
|
|
2024
Q2 | $10.9M | Sell |
217,573
-2,470
| -1% | -$124K | 2.37% | 12 |
|
|
2024
Q1 | $11.1M | Buy |
220,043
+6,218
| +3% | +$315K | 2.48% | 12 |
|
|
2023
Q4 | $10.9M | Sell |
213,825
-24,252
| -10% | -$1.24M | 2.56% | 12 |
|
|
2023
Q3 | $11.5M | Buy |
238,077
+14,201
| +6% | +$683K | 2.95% | 9 |
|
|
2023
Q2 | $11.2M | Buy |
223,876
+22,310
| +11% | +$1.12M | 2.86% | 10 |
|
|
2023
Q1 | $10.2M | Buy |
201,566
+10,601
| +6% | +$537K | 2.69% | 12 |
|
|
2022
Q4 | $9.48M | Buy |
190,965
+109,814
| +135% | +$5.45M | 2.62% | 12 |
|
|
2022
Q3 | $3.99M | Buy |
81,151
+12,409
| +18% | +$611K | 1.14% | 15 |
|
|
2022
Q2 | $3.39M | Buy |
68,742
+45,171
| +192% | +$2.23M | 1.08% | 14 |
|
|
2022
Q1 | $1.18M | Buy |
+23,571
| New | +$1.18M | 0.37% | 30 |
|