ShoreHaven Wealth 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 | $1.12M | Buy |
22,852
+5,696
| +33% | +$279K | 0.46% | 47 |
|
|
2025
Q1 | $851K | Sell |
17,156
-2,385
| -12% | -$118K | 0.41% | 46 |
|
|
2024
Q4 | $980K | Buy |
19,541
+941
| +5% | +$47.2K | 0.46% | 41 |
|
|
2024
Q3 | $951K | Sell |
18,600
-4,973
| -21% | -$254K | 0.46% | 39 |
|
|
2024
Q2 | $1.18M | Sell |
23,573
-313
| -1% | -$15.7K | 0.62% | 33 |
|
|
2024
Q1 | $1.21M | Sell |
23,886
-385
| -2% | -$19.5K | 0.67% | 36 |
|
|
2023
Q4 | $1.24M | Buy |
24,271
+1,004
| +4% | +$51.3K | 0.75% | 34 |
|
|
2023
Q3 | $1.12M | Sell |
23,267
-29,374
| -56% | -$1.41M | 0.77% | 29 |
|
|
2023
Q2 | $2.64M | Buy |
52,641
+16,412
| +45% | +$824K | 1.77% | 20 |
|
|
2023
Q1 | $1.84M | Sell |
36,229
-4,913
| -12% | -$249K | 1.29% | 22 |
|
|
2022
Q4 | $2.04M | Buy |
+41,142
| New | +$2.04M | 1.44% | 19 |
|