PDS Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $12.5M | Buy |
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|
2025
Q2 | $11.9M | Buy |
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|
2025
Q1 | $11.7M | Buy |
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|
2024
Q4 | $11.7M | Buy |
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|
2024
Q3 | $11.1M | Buy |
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|
2024
Q2 | $10.8M | Sell |
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|
2024
Q1 | $11M | Buy |
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|
2023
Q4 | $11.1M | Buy |
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|
2023
Q3 | $6.58M | Sell |
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|
2023
Q2 | $6.97M | Sell |
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|
2023
Q1 | $7.06M | Sell |
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|
2022
Q4 | $6.93M | Sell |
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|
2022
Q3 | $10.5M | Buy |
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|
2022
Q2 | $10.2M | Buy |
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|
2022
Q1 | $2.17M | Buy |
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|
2021
Q4 | $612K | Buy |
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|
2021
Q3 | $608K | Buy |
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|
2021
Q2 | $612K | Buy |
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|
2021
Q1 | $588K | Buy |
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|
2020
Q4 | $592K | Buy |
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|
2020
Q3 | $581K | Buy |
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|
2020
Q2 | $354K | Buy |
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|
2020
Q1 | $320K | Buy |
|