Rockwood Wealth Management’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 | $3.02M | Sell |
61,608
-45,969
| -43% | -$2.25M | 0.27% | 21 |
|
|
2025
Q1 | $5.34M | Sell |
107,577
-74,272
| -41% | -$3.69M | 0.54% | 13 |
|
|
2024
Q4 | $9.12M | Sell |
181,849
-535,764
| -75% | -$26.9M | 0.98% | 13 |
|
|
2024
Q3 | $36.7M | Buy |
717,613
+76,379
| +12% | +$3.9M | 4.04% | 5 |
|
|
2024
Q2 | $32.1M | Buy |
641,234
+61,166
| +11% | +$3.07M | 3.91% | 6 |
|
|
2024
Q1 | $29.4M | Buy |
580,068
+85,971
| +17% | +$4.35M | 3.79% | 6 |
|
|
2023
Q4 | $25.2M | Sell |
494,097
-72,861
| -13% | -$3.72M | 3.69% | 6 |
|
|
2023
Q3 | $27.3M | Buy |
566,958
+50,267
| +10% | +$2.42M | 4.58% | 4 |
|
|
2023
Q2 | $25.9M | Buy |
516,691
+73,605
| +17% | +$3.7M | 4.45% | 5 |
|
|
2023
Q1 | $22.4M | Buy |
443,086
+84,164
| +23% | +$4.26M | 4.43% | 6 |
|
|
2022
Q4 | $17.8M | Buy |
358,922
+69,108
| +24% | +$3.42M | 4.15% | 6 |
|
|
2022
Q3 | $14M | Buy |
289,814
+282,092
| +3,653% | +$13.6M | 4.46% | 5 |
|
|
2022
Q2 | $385K | Sell |
7,722
-417
| -5% | -$20.8K | 0.18% | 44 |
|
|
2022
Q1 | $420K | Buy |
+8,139
| New | +$420K | 0.2% | 45 |
|