Seneca Financial Advisors’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 | $14.7M | Buy |
299,745
+72,479
| +32% | +$3.55M | 5.66% | 6 |
|
|
2025
Q1 | $11.3M | Buy |
227,266
+18,187
| +9% | +$902K | 5.47% | 6 |
|
|
2024
Q4 | $10.5M | Buy |
209,079
+2,596
| +1% | +$130K | 5.2% | 7 |
|
|
2024
Q3 | $10.6M | Buy |
206,483
+18,864
| +10% | +$964K | 5.13% | 7 |
|
|
2024
Q2 | $9.4M | Buy |
187,619
+30,540
| +19% | +$1.53M | 4.87% | 7 |
|
|
2024
Q1 | $7.95M | Buy |
157,079
+61,956
| +65% | +$3.13M | 4.24% | 8 |
|
|
2023
Q4 | $4.86M | Buy |
+95,123
| New | +$4.86M | 2.82% | 9 |
|