Regal Investment 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 | $1.79M | Buy |
36,517
+2,409
| +7% | +$118K | 0.13% | 164 |
|
|
2025
Q1 | $1.69M | Buy |
34,108
+2,397
| +8% | +$119K | 0.14% | 163 |
|
|
2024
Q4 | $1.59M | Sell |
31,711
-2,248
| -7% | -$113K | 0.12% | 184 |
|
|
2024
Q3 | $1.74M | Sell |
33,959
-496
| -1% | -$25.4K | 0.12% | 188 |
|
|
2024
Q2 | $1.73M | Buy |
34,455
+1,705
| +5% | +$85.4K | 0.11% | 194 |
|
|
2024
Q1 | $1.66M | Sell |
32,750
-101
| -0.3% | -$5.11K | 0.11% | 195 |
|
|
2023
Q4 | $1.68M | Buy |
32,851
+2,180
| +7% | +$111K | 0.13% | 174 |
|
|
2023
Q3 | $1.48M | Buy |
+30,671
| New | +$1.48M | 0.12% | 172 |
|