PCIA
Prime Capital Investment 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 | $97.3M | Sell |
1,984,644
-28,662
| -1% | -$1.41M | 1.29% | 20 |
|
|
2025
Q1 | $99.9M | Buy |
2,013,306
+38,101
| +2% | +$1.89M | 1.17% | 22 |
|
|
2024
Q4 | $99M | Buy |
1,975,205
+100,249
| +5% | +$5.03M | 1.44% | 19 |
|
|
2024
Q3 | $95.8M | Buy |
1,874,956
+38,961
| +2% | +$1.99M | 1.37% | 19 |
|
|
2024
Q2 | $92M | Sell |
1,835,995
-26,165
| -1% | -$1.31M | 1.36% | 18 |
|
|
2024
Q1 | $94.2M | Buy |
1,862,160
+80,251
| +5% | +$4.06M | 1.32% | 17 |
|
|
2023
Q4 | $91M | Sell |
1,781,909
-464,097
| -21% | -$23.7M | 1.37% | 15 |
|
|
2023
Q3 | $108M | Sell |
2,246,006
-57,198
| -2% | -$2.75M | 2.21% | 9 |
|
|
2023
Q2 | $116M | Buy |
2,303,204
+2,175,157
| +1,699% | +$109M | 2.28% | 7 |
|
|
2023
Q1 | $6.49M | Buy |
128,047
+94,703
| +284% | +$4.8M | 0.27% | 83 |
|
|
2022
Q4 | $1.65M | Sell |
33,344
-2,087
| -6% | -$103K | 0.06% | 186 |
|
|
2022
Q3 | $1.71M | Sell |
35,431
-2,059
| -5% | -$99.1K | 0.1% | 132 |
|
|
2022
Q2 | $1.87M | Sell |
37,490
-20,675
| -36% | -$1.03M | 0.11% | 134 |
|
|
2022
Q1 | $3.19M | Sell |
58,165
-25,760
| -31% | -$1.41M | 0.18% | 97 |
|
|
2021
Q4 | $4.61M | Buy |
83,925
+7,720
| +10% | +$424K | 0.25% | 88 |
|
|
2021
Q3 | $4.17M | Sell |
76,205
-18,289
| -19% | -$1M | 0.26% | 74 |
|
|
2021
Q2 | $5.23M | Buy |
94,494
+3,555
| +4% | +$197K | 0.3% | 65 |
|
|
2021
Q1 | $4.97M | Buy |
90,939
+8,826
| +11% | +$482K | 0.36% | 48 |
|
|
2020
Q4 | $4.53M | Sell |
82,113
-2,860
| -3% | -$158K | 0.35% | 50 |
|
|
2020
Q3 | $4.63M | Sell |
84,973
-7,570
| -8% | -$412K | 0.39% | 43 |
|
|
2020
Q2 | $5.01M | Sell |
92,543
-9,479
| -9% | -$513K | 0.47% | 42 |
|
|
2020
Q1 | $5.4M | Buy |
102,022
+12,786
| +14% | +$676K | 0.64% | 24 |
|
|
2019
Q4 | $4.78M | Buy |
+89,236
| New | +$4.78M | 0.55% | 29 |
|