Roman Butler Fullerton & Co’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 | $498K | Buy |
10,259
+1,259
| +14% | +$61.1K | 0.15% | 144 |
|
|
2025
Q1 | $437K | Buy |
9,000
+32
| +0.4% | +$1.56K | 0.17% | 135 |
|
|
2024
Q4 | $450K | Buy |
8,968
+31
| +0.3% | +$1.56K | 0.14% | 146 |
|
|
2024
Q3 | $454K | Buy |
8,937
+3,962
| +80% | +$201K | 0.14% | 156 |
|
|
2024
Q2 | $250K | Hold |
4,975
| – | – | 0.08% | 201 |
|
|
2024
Q1 | $249K | Buy |
+4,975
| New | +$249K | 0.09% | 190 |
|