Simplicity Wealth’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 | $6.19M | Buy |
126,205
+75,018
| +147% | +$3.68M | 0.26% | 86 |
|
|
2025
Q1 | $2.54M | Buy |
51,187
+30,186
| +144% | +$1.5M | 0.2% | 129 |
|
|
2024
Q4 | $1.05M | Buy |
+21,001
| New | +$1.05M | 0.22% | 89 |
|
|
2024
Q3 | – | Sell |
-1,413,271
| Closed | -$70.8M | – | 1202 |
|
|
2024
Q2 | $70.8M | Sell |
1,413,271
-20,872
| -1% | -$1.05M | 1.6% | 9 |
|
|
2024
Q1 | $72.6M | Buy |
+1,434,143
| New | +$72.6M | 1.73% | 8 |
|