Resonant Capital 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 | $27M | Buy |
549,677
+35,565
| +7% | +$1.74M | 1.72% | 15 |
|
|
2025
Q1 | $25.5M | Buy |
514,112
+67,355
| +15% | +$3.34M | 1.78% | 13 |
|
|
2024
Q4 | $22.4M | Buy |
446,757
+46,666
| +12% | +$2.34M | 1.63% | 14 |
|
|
2024
Q3 | $20.5M | Buy |
400,091
+9,024
| +2% | +$461K | 1.5% | 14 |
|
|
2024
Q2 | $19.6M | Buy |
391,067
+60,950
| +18% | +$3.05M | 1.59% | 14 |
|
|
2024
Q1 | $16.7M | Buy |
330,117
+35,296
| +12% | +$1.79M | 1.43% | 16 |
|
|
2023
Q4 | $15.1M | Sell |
294,821
-53,378
| -15% | -$2.72M | 1.45% | 16 |
|
|
2023
Q3 | $16.7M | Buy |
348,199
+1,335
| +0.4% | +$64.2K | 1.79% | 14 |
|
|
2023
Q2 | $17.4M | Buy |
346,864
+47,199
| +16% | +$2.37M | 1.89% | 13 |
|
|
2023
Q1 | $15.2M | Buy |
299,665
+26,680
| +10% | +$1.35M | 1.72% | 16 |
|
|
2022
Q4 | $13.5M | Buy |
272,985
+87,090
| +47% | +$4.31M | 1.68% | 13 |
|
|
2022
Q3 | $8.95M | Buy |
185,895
+125,842
| +210% | +$6.06M | 1.36% | 16 |
|
|
2022
Q2 | $3M | Sell |
60,053
-15,469
| -20% | -$772K | 0.47% | 59 |
|
|
2022
Q1 | $3.89M | Sell |
75,522
-143,785
| -66% | -$7.41M | 0.58% | 41 |
|
|
2021
Q4 | $12M | Buy |
219,307
+55,549
| +34% | +$3.05M | 1.81% | 14 |
|
|
2021
Q3 | $8.97M | Buy |
163,758
+34,623
| +27% | +$1.9M | 1.56% | 17 |
|
|
2021
Q2 | $7.14M | Buy |
129,135
+50,533
| +64% | +$2.79M | 1.38% | 14 |
|
|
2021
Q1 | $6.48M | Buy |
78,602
+25,282
| +47% | +$2.08M | 1.33% | 16 |
|
|
2020
Q4 | $2.94M | Buy |
53,320
+22,784
| +75% | +$1.26M | 0.7% | 24 |
|
|
2020
Q3 | $1.66M | Buy |
30,536
+10,385
| +52% | +$565K | 0.47% | 40 |
|
|
2020
Q2 | $1.09M | Buy |
+20,151
| New | +$1.09M | 0.32% | 68 |
|