Silver Oak Advisory Group’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 | $10.2M | Sell |
208,956
-23,548
| -10% | -$1.15M | 4.96% | 6 |
|
|
2025
Q1 | $11.5M | Sell |
232,504
-6,563
| -3% | -$326K | 6.13% | 4 |
|
|
2024
Q4 | $12M | Buy |
239,067
+164
| +0.1% | +$8.22K | 6.34% | 4 |
|
|
2024
Q3 | $12.2M | Buy |
238,903
+3,127
| +1% | +$160K | 6.26% | 4 |
|
|
2024
Q2 | $11.8M | Buy |
235,776
+8,895
| +4% | +$446K | 6.56% | 4 |
|
|
2024
Q1 | $11.5M | Buy |
226,881
+7,969
| +4% | +$403K | 6.44% | 4 |
|
|
2023
Q4 | $11.2M | Sell |
218,912
-7,072
| -3% | -$361K | 6.56% | 4 |
|
|
2023
Q3 | $10.9M | Buy |
225,984
+26,560
| +13% | +$1.28M | 7.04% | 4 |
|
|
2023
Q2 | $10M | Buy |
199,424
+3,044
| +2% | +$153K | 6.55% | 4 |
|
|
2023
Q1 | $9.95M | Sell |
196,380
-1,706
| -0.9% | -$86.4K | 6.69% | 4 |
|
|
2022
Q4 | $9.8M | Sell |
198,086
-2,402
| -1% | -$119K | 6.91% | 4 |
|
|
2022
Q3 | $9.65M | Buy |
200,488
+6,276
| +3% | +$302K | 7.24% | 4 |
|
|
2022
Q2 | $9.7M | Buy |
194,212
+3,439
| +2% | +$172K | 6.87% | 4 |
|
|
2022
Q1 | $9.83M | Buy |
190,773
+6,160
| +3% | +$318K | 6.42% | 4 |
|
|
2021
Q4 | $10.1M | Buy |
+184,613
| New | +$10.1M | 6.42% | 4 |
|