PrairieView Wealth Partners’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 | $583K | Sell |
11,886
-90,436
| -88% | -$4.43M | 0.6% | 14 |
|
|
2025
Q1 | $5.08M | Buy |
102,322
+251
| +0.2% | +$12.5K | 6.21% | 7 |
|
|
2024
Q4 | $5.12M | Buy |
102,071
+4,489
| +5% | +$225K | 5.53% | 8 |
|
|
2024
Q3 | $4.99M | Buy |
97,582
+69,031
| +242% | +$3.53M | 5.39% | 8 |
|
|
2024
Q2 | $1.43M | Sell |
28,551
-29,952
| -51% | -$1.5M | 1.22% | 11 |
|
|
2024
Q1 | $2.96M | Buy |
58,503
+975
| +2% | +$49.3K | 2.69% | 10 |
|
|
2023
Q4 | $2.94M | Buy |
+57,528
| New | +$2.94M | 2.94% | 9 |
|