Simon Quick 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
Q3 | $5.5M | Buy |
|
|||||
|
2025
Q2 | $4.47M | Buy |
|
|||||
|
2025
Q1 | $4.25M | Sell |
|
|||||
|
2024
Q4 | $4.71M | Sell |
|
|||||
|
2024
Q3 | $4.91M | Sell |
|
|||||
|
2024
Q2 | $5.58M | Sell |
|
|||||
|
2024
Q1 | $6.38M | Buy |
|
|||||
|
2023
Q4 | $6.38M | Sell |
|
|||||
|
2023
Q3 | $6.11M | Sell |
|
|||||
|
2023
Q2 | $6.78M | Sell |
|
|||||
|
2023
Q1 | $7.09M | Buy |
|
|||||
|
2022
Q4 | $6.73M | Sell |
|
|||||
|
2022
Q3 | $8.87M | Sell |
|
|||||
|
2022
Q2 | $9.51M | Buy |
|
|||||
|
2022
Q1 | $7.48M | Sell |
|
|||||
|
2021
Q4 | $8.51M | Sell |
|
|||||
|
2021
Q3 | $8.52M | Sell |
|
|||||
|
2021
Q2 | $9.42M | Buy |
|
|||||
|
2021
Q1 | $7.68M | Sell |
|
|||||
|
2020
Q4 | $9.46M | Sell |
|
|||||
|
2020
Q3 | $9.37M | Buy |
|
|||||
|
2020
Q2 | $8.59M | Buy |
|
|||||
|
2020
Q1 | $7.9M | Buy |
|
|||||
|
2019
Q4 | $3.25M | Buy |
|