Roth Financial Partners’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 | $12.5M | Sell |
255,174
-22,510
| -8% | -$1.1M | 4.51% | 8 |
|
|
2025
Q1 | $13.8M | Buy |
277,684
+477
| +0.2% | +$23.7K | 5.44% | 8 |
|
|
2024
Q4 | $13.9M | Buy |
277,207
+2,894
| +1% | +$145K | 5.53% | 7 |
|
|
2024
Q3 | $14M | Buy |
274,313
+8,685
| +3% | +$444K | 5.6% | 7 |
|
|
2024
Q2 | $13.3M | Buy |
265,628
+22,369
| +9% | +$1.12M | 5.74% | 7 |
|
|
2024
Q1 | $12.3M | Buy |
243,259
+26,415
| +12% | +$1.34M | 5.45% | 6 |
|
|
2023
Q4 | $11.1M | Buy |
216,844
+208,654
| +2,548% | +$10.7M | 5.67% | 6 |
|
|
2023
Q3 | $394K | Buy |
+8,190
| New | +$394K | 0.25% | 18 |
|