Rise 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 | $47.6K | Sell |
971
-171
| -15% | -$8.38K | 0.02% | 249 |
|
|
2025
Q1 | $56.7K | Buy |
1,142
+6
| +0.5% | +$298 | 0.03% | 210 |
|
|
2024
Q4 | $57K | Buy |
1,136
+37
| +3% | +$1.86K | 0.03% | 203 |
|
|
2024
Q3 | $56.2K | Buy |
1,099
+771
| +235% | +$39.4K | 0.03% | 219 |
|
|
2024
Q2 | $16.4K | Buy |
328
+3
| +0.9% | +$150 | 0.01% | 771 |
|
|
2024
Q1 | $16.5K | Buy |
325
+1
| +0.3% | +$51 | 0.01% | 796 |
|
|
2023
Q4 | $16.5K | Buy |
+324
| New | +$16.5K | 0.01% | 264 |
|