Plum Street 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 | $1.95M | Sell |
39,858
-2,985
| -7% | -$146K | 0.86% | 28 |
|
|
2025
Q1 | $2.13M | Sell |
42,843
-1,032
| -2% | -$51.2K | 1.02% | 25 |
|
|
2024
Q4 | $2.2M | Buy |
43,875
+992
| +2% | +$49.7K | 1.09% | 21 |
|
|
2024
Q3 | $2.19M | Buy |
42,883
+12,517
| +41% | +$640K | 1.11% | 21 |
|
|
2024
Q2 | $1.52M | Sell |
30,366
-12,517
| -29% | -$627K | 0.89% | 29 |
|
|
2024
Q1 | $2.19M | Buy |
42,883
+19,488
| +83% | +$996K | 1.11% | 21 |
|
|
2023
Q4 | $1.19M | Buy |
+23,395
| New | +$1.19M | 0.8% | 32 |
|