PFW 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 | $586K | Sell |
11,949
-8,768
| -42% | -$430K | 0.18% | 83 |
|
|
2025
Q1 | $1.03M | Hold |
20,717
| – | – | 0.32% | 62 |
|
|
2024
Q4 | $1.04M | Buy |
+20,717
| New | +$1.04M | 0.32% | 61 |
|
|
2024
Q2 | $902K | Sell |
17,992
-1,948
| -10% | -$97.6K | 0.29% | 64 |
|
|
2024
Q1 | $1.01M | Sell |
19,940
-433
| -2% | -$21.9K | 0.31% | 62 |
|
|
2023
Q4 | $1.04M | Hold |
20,373
| – | – | 0.33% | 57 |
|
|
2023
Q3 | $980K | Sell |
20,373
-1,256
| -6% | -$60.4K | 0.35% | 54 |
|
|
2023
Q2 | $1.07M | Buy |
+21,629
| New | +$1.07M | 0.36% | 52 |
|
|
2019
Q3 | $926K | Buy |
+18,107
| New | +$926K | 0.28% | 67 |
|