Patriot Investment Management 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 | $5.26M | Buy |
107,213
+7,247
| +7% | +$355K | 0.36% | 41 |
|
|
2025
Q1 | $4.96M | Buy |
99,966
+5,568
| +6% | +$276K | 0.37% | 39 |
|
|
2024
Q4 | $4.73M | Sell |
94,398
-12,965
| -12% | -$650K | 0.35% | 43 |
|
|
2024
Q3 | $5.49M | Buy |
107,363
+5,994
| +6% | +$306K | 0.4% | 38 |
|
|
2024
Q2 | $5.08M | Buy |
101,369
+10,076
| +11% | +$505K | 0.4% | 41 |
|
|
2024
Q1 | $4.62M | Buy |
91,293
+2,510
| +3% | +$127K | 0.37% | 41 |
|
|
2023
Q4 | $4.53M | Buy |
88,783
+83,483
| +1,575% | +$4.26M | 0.39% | 40 |
|
|
2023
Q3 | $255K | Hold |
5,300
| – | – | 0.02% | 210 |
|
|
2023
Q2 | $266K | Hold |
5,300
| – | – | 0.02% | 215 |
|
|
2023
Q1 | $268K | Hold |
5,300
| – | – | 0.02% | 216 |
|
|
2022
Q4 | $269K | Buy |
5,300
+1,000
| +23% | +$50.8K | 0.02% | 218 |
|
|
2022
Q3 | $207K | Hold |
4,300
| – | – | 0.02% | 229 |
|
|
2022
Q2 | $214K | Buy |
+4,300
| New | +$214K | 0.02% | 229 |
|
|
2020
Q3 | – | Sell |
-937
| Closed | -$50.8K | – | 639 |
|
|
2020
Q2 | $50.8K | Buy |
+937
| New | +$50.8K | 0.01% | 329 |
|