Passive Capital Management’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
2026 Q1	$16.2M	Buy	325,037 +7,136	+2%	+$360K	4.84%	6
2025 Q4	$16M	Buy	317,901 +650	+0.2%	+$32.7K	5%	6
2025 Q3	$15.9M	Sell	317,251 -328,959	-51%	-$16.2M	5.18%	6
2025 Q2	$31.6M	Sell	646,210 -4,645	-0.7%	-$227K	9.84%	3
2025 Q1	$32.3M	Sell	650,855 -4,014	-0.6%	-$201K	10.23%	3
2024 Q4	$32.8M	Sell	654,869 -26,583	-4%	-$1.34M	11.55%	3
2024 Q3	$34.8M	Sell	681,452 -288	-0%	-$14.6K	12.16%	2
2024 Q2	$34.2M	Buy	681,740 +2,091	+0.3%	+$105K	12.68%	2
2024 Q1	$34.4M	Buy	679,649 +40,374	+6%	+$2.05M	13.46%	2
2023 Q4	$32.6M	Buy	639,275 +136,511	+27%	+$6.69M	13.25%	2
2023 Q3	$24.2M	Sell	502,764 -1,712	-0.3%	-$84.8K	10.81%	2
2023 Q2	$25.3M	Buy	504,476 +3,690	+0.7%	+$185K	10.76%	2
2023 Q1	$25.4M	Buy	500,786 +2,850	+0.6%	+$143K	11.07%	2
2022 Q4	$24.6M	Sell	497,936 -197,410	-28%	-$9.65M	11.21%	2
2022 Q3	$33.5M	Buy	695,346 +13,736	+2%	+$687K	17.69%	2
2022 Q2	$34M	Buy	681,610 +4,040	+0.6%	+$203K	17.32%	2
2022 Q1	$34.9M	Buy	677,570 +75,704	+13%	+$4.03M	18.72%	2
2021 Q4	$33M	Buy	+601,866	New	+$33M	18.72%	2