Regimen Wealth’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 | $21.3M | Buy |
434,319
+400,759
| +1,194% | +$19.6M | 6.61% | 3 |
|
|
2025
Q1 | $1.67M | Sell |
33,560
-1,431
| -4% | -$71K | 0.54% | 24 |
|
|
2024
Q4 | $1.75M | Buy |
34,991
+365
| +1% | +$18.3K | 0.57% | 24 |
|
|
2024
Q3 | $1.77M | Buy |
34,626
+269
| +0.8% | +$13.8K | 0.57% | 23 |
|
|
2024
Q2 | $1.72M | Buy |
34,357
+266
| +0.8% | +$13.3K | 0.59% | 23 |
|
|
2024
Q1 | $1.72M | Buy |
34,091
+174
| +0.5% | +$8.8K | 0.6% | 22 |
|
|
2023
Q4 | $1.73M | Sell |
33,917
-3,790
| -10% | -$193K | 0.66% | 22 |
|
|
2023
Q3 | $1.81M | Buy |
37,707
+268
| +0.7% | +$12.9K | 0.74% | 22 |
|
|
2023
Q2 | $1.88M | Buy |
37,439
+254
| +0.7% | +$12.8K | 0.78% | 21 |
|
|
2023
Q1 | $1.88M | Sell |
37,185
-147,750
| -80% | -$7.49M | 0.82% | 21 |
|
|
2022
Q4 | $9.15M | Buy |
+184,935
| New | +$9.15M | 6.13% | 7 |
|