Petra Financial Advisors’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 | $1.85M | Buy |
37,673
+860
| +2% | +$42.2K | 1.17% | 18 |
|
|
2025
Q1 | $1.83M | Buy |
36,813
+6,708
| +22% | +$333K | 1.5% | 15 |
|
|
2024
Q4 | $1.51M | Hold |
30,105
| – | – | 1.03% | 25 |
|
|
2024
Q3 | $1.54M | Sell |
30,105
-507
| -2% | -$25.9K | 1.02% | 27 |
|
|
2024
Q2 | $1.53M | Sell |
30,612
-1,116
| -4% | -$55.9K | 1.1% | 27 |
|
|
2024
Q1 | $1.61M | Hold |
31,728
| – | – | 1.18% | 25 |
|
|
2023
Q4 | $1.62M | Buy |
31,728
+2,881
| +10% | +$147K | 1.35% | 21 |
|
|
2023
Q3 | $1.39M | Buy |
28,847
+8,547
| +42% | +$411K | 1.16% | 25 |
|
|
2023
Q2 | $1.02M | Sell |
20,300
-8,512
| -30% | -$427K | 0.91% | 32 |
|
|
2023
Q1 | $1.46M | Sell |
28,812
-310
| -1% | -$15.7K | 1.44% | 20 |
|
|
2022
Q4 | $1.44M | Buy |
+29,122
| New | +$1.44M | 1.59% | 22 |
|