Robinson Smith Wealth 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 | – | Sell |
-10,034
| Closed | -$498K | – | 96 |
|
|
2025
Q1 | $498K | Hold |
10,034
| – | – | 0.42% | 47 |
|
|
2024
Q4 | $503K | Hold |
10,034
| – | – | 0.43% | 46 |
|
|
2024
Q3 | $513K | Sell |
10,034
-557
| -5% | -$28.5K | 0.44% | 49 |
|
|
2024
Q2 | $531K | Sell |
10,591
-252
| -2% | -$12.6K | 0.47% | 46 |
|
|
2024
Q1 | $549K | Buy |
10,843
+3,095
| +40% | +$157K | 0.53% | 46 |
|
|
2023
Q4 | $396K | Buy |
+7,748
| New | +$396K | 0.39% | 52 |
|