RCS Financial Planning’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 | $4.84M | Buy |
98,788
+40,087
| +68% | +$1.97M | 2.41% | 12 |
|
|
2025
Q1 | $2.91M | Sell |
58,701
-8,684
| -13% | -$431K | 1.54% | 16 |
|
|
2024
Q4 | $3.38M | Buy |
67,385
+31,243
| +86% | +$1.57M | 1.8% | 13 |
|
|
2024
Q3 | $1.85M | Buy |
36,142
+1,454
| +4% | +$74.3K | 1.03% | 21 |
|
|
2024
Q2 | $1.74M | Buy |
34,688
+87
| +0.3% | +$4.36K | 1.02% | 22 |
|
|
2024
Q1 | $1.75M | Buy |
34,601
+374
| +1% | +$18.9K | 1.08% | 21 |
|
|
2023
Q4 | $1.75M | Buy |
34,227
+6,623
| +24% | +$338K | 1.14% | 21 |
|
|
2023
Q3 | $1.33M | Buy |
27,604
+22,294
| +420% | +$1.07M | 1.01% | 22 |
|
|
2023
Q2 | $267K | Hold |
5,310
| – | – | 0.22% | 46 |
|
|
2023
Q1 | $269K | Buy |
5,310
+910
| +21% | +$46.1K | 0.24% | 46 |
|
|
2022
Q4 | $218K | Buy |
+4,400
| New | +$218K | 0.21% | 48 |
|