Rockbridge Investment Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.18M Hold
2025
Q1
$3.22M Buy
2024
Q4
$2.87M Sell
2024
Q3
$2.93M Buy
2024
Q2
$2.38M Buy
2024
Q1
$2.4M Buy
2023
Q4
$1.66M Buy
2023
Q3
$1.45M Hold
2023
Q2
$1.51M Buy
2023
Q1
$1.27M Hold
2022
Q4
$1.24M Buy
2022
Q3
$340K Sell
2022
Q2
$2.24M Sell
2022
Q1
$2.51M Buy
2021
Q4
$489K Hold
2021
Q3
$488K Hold
2021
Q2
$492K Hold
2021
Q1
$486K Sell
2020
Q4
$529K Hold
2020
Q3
$522K Hold
2020
Q2
$519K Buy