Sequoia Financial Advisors’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
Q2 | $79.9M | Buy |
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2025
Q1 | $80M | Buy |
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|
2024
Q4 | $77M | Buy |
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|
2024
Q3 | $77.9M | Buy |
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|
2024
Q2 | $76.4M | Buy |
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|
2024
Q1 | $75.9M | Buy |
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|
2023
Q4 | $75.1M | Buy |
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|
2023
Q3 | $59.1M | Buy |
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|
2023
Q2 | $61.7M | Buy |
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|
2023
Q1 | $55.9M | Buy |
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|
2022
Q4 | $23.3M | Sell |
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|
2022
Q3 | $39.6M | Buy |
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|
2022
Q2 | $39.1M | Buy |
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|
2022
Q1 | $35.3M | Buy |
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|
2021
Q4 | $15.1M | Buy |
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|
2021
Q3 | $3.66M | Sell |
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|
2021
Q2 | $9.16M | Buy |
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|
2021
Q1 | $1.17M | Buy |
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|
2020
Q4 | $828K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $1.74M | Buy |
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