PA
Perennial Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Sell |
23,363
-2,687
| -10% | -$132K | 0.21% | 63 |
|
|
2025
Q1 | $1.29M | Sell |
26,050
-1,020
| -4% | -$50.6K | 0.26% | 59 |
|
|
2024
Q4 | $1.36M | Buy |
+27,070
| New | +$1.36M | 0.3% | 59 |
|
|
2024
Q2 | $1.57M | Buy |
31,372
+804
| +3% | +$40.3K | 0.35% | 58 |
|
|
2024
Q1 | $1.55M | Buy |
30,568
+204
| +0.7% | +$10.3K | 0.36% | 59 |
|
|
2023
Q4 | $1.55M | Buy |
30,364
+454
| +2% | +$23.2K | 0.38% | 58 |
|
|
2023
Q3 | $1.44M | Buy |
29,910
+992
| +3% | +$47.7K | 0.39% | 57 |
|
|
2023
Q2 | $1.45M | Buy |
28,918
+2,556
| +10% | +$128K | 0.37% | 58 |
|
|
2023
Q1 | $1.34M | Buy |
26,362
+4,550
| +21% | +$231K | 0.38% | 56 |
|
|
2022
Q4 | $1.08M | Buy |
21,812
+3,412
| +19% | +$169K | 0.34% | 53 |
|
|
2022
Q3 | $886K | Buy |
+18,400
| New | +$886K | 0.29% | 55 |
|