Private Client Services’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 | $878K | Buy |
17,903
+4,833
| +37% | +$237K | 0.34% | 73 |
|
|
2025
Q1 | $649K | Sell |
13,070
-1,689
| -11% | -$83.8K | 0.32% | 72 |
|
|
2024
Q4 | $740K | Sell |
14,759
-1,786
| -11% | -$89.5K | 0.4% | 66 |
|
|
2024
Q3 | $846K | Buy |
16,545
+7,060
| +74% | +$361K | 0.45% | 60 |
|
|
2024
Q2 | $475K | Buy |
9,485
+273
| +3% | +$13.7K | 0.3% | 75 |
|
|
2024
Q1 | $466K | Buy |
9,212
+1,671
| +22% | +$84.6K | 0.31% | 71 |
|
|
2023
Q4 | $385K | Buy |
+7,541
| New | +$385K | 0.32% | 88 |
|