Penney Financial’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 | $2.67M | Buy |
54,532
+25,408
| +87% | +$1.25M | 1.36% | 15 |
|
|
2025
Q1 | $1.45M | Buy |
29,124
+1,126
| +4% | +$55.9K | 0.95% | 13 |
|
|
2024
Q4 | $1.4M | Buy |
27,998
+1,468
| +6% | +$73.6K | 0.94% | 13 |
|
|
2024
Q3 | $1.36M | Sell |
26,530
-1,905
| -7% | -$97.4K | 0.93% | 13 |
|
|
2024
Q2 | $1.42M | Sell |
28,435
-187
| -0.7% | -$9.37K | 1.04% | 13 |
|
|
2024
Q1 | $1.45M | Buy |
28,622
+1,505
| +6% | +$76.2K | 1.07% | 12 |
|
|
2023
Q4 | $1.38M | Buy |
+27,117
| New | +$1.38M | 1.14% | 12 |
|