S.A. Mason’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
Q3 | $675K | Sell |
|
|||||
|
2025
Q2 | $700K | Hold |
|
|||||
|
2025
Q1 | $708K | Hold |
|
|||||
|
2024
Q4 | $715K | Buy |
|
|||||
|
2024
Q3 | $704K | Hold |
|
|||||
|
2024
Q2 | $690K | Sell |
|
|||||
|
2024
Q1 | $1.04M | Hold |
|
|||||
|
2023
Q4 | $1.04M | Sell |
|
|||||
|
2023
Q3 | $1.02M | Hold |
|
|||||
|
2023
Q2 | $1.07M | Hold |
|
|||||
|
2023
Q1 | $1.07M | Hold |
|
|||||
|
2022
Q4 | $1.05M | Sell |
|
|||||
|
2022
Q3 | $1.23M | Sell |
|
|||||
|
2022
Q2 | $1.97M | Hold |
|
|||||
|
2022
Q1 | $2.04M | Hold |
|
|||||
|
2021
Q4 | $2.17M | Hold |
|
|||||
|
2021
Q3 | $2.16M | Buy |
|
|||||
|
2021
Q2 | $1.52M | Hold |
|
|||||
|
2021
Q1 | $1.5M | Sell |
|
|||||
|
2020
Q4 | $1.62M | Buy |
|
|||||
|
2020
Q3 | $1.55M | Sell |
|
|||||
|
2020
Q2 | $1.71M | Sell |
|
|||||
|
2020
Q1 | $2.17M | Buy |
|
|||||
|
2019
Q4 | $1.26M | Buy |
|