SPP
Single Point Partners’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15M | Buy |
305,014
+43,247
| +17% | +$2.12M | 3.27% | 8 |
|
|
2025
Q1 | $13M | Buy |
261,767
+26,299
| +11% | +$1.3M | 3.05% | 9 |
|
|
2024
Q4 | $11.8M | Buy |
+235,468
| New | +$11.8M | 2.72% | 9 |
|
|
2024
Q2 | – | Sell |
-236,915
| Closed | -$12M | – | 75 |
|
|
2024
Q1 | $12M | Buy |
236,915
+2,545
| +1% | +$129K | 2.78% | 9 |
|
|
2023
Q4 | $12M | Buy |
234,370
+67,394
| +40% | +$3.44M | 2.98% | 9 |
|
|
2023
Q3 | $8.03M | Buy |
+166,976
| New | +$8.03M | 2.11% | 12 |
|
|
2023
Q2 | – | Sell |
-181,142
| Closed | -$9.18M | – | 161 |
|
|
2023
Q1 | $9.18M | Buy |
181,142
+12,165
| +7% | +$616K | 2.01% | 11 |
|
|
2022
Q4 | $8.36M | Sell |
168,977
-77,172
| -31% | -$3.82M | 2.01% | 11 |
|
|
2022
Q3 | $11.9M | Buy |
246,149
+61,144
| +33% | +$2.94M | 3.25% | 8 |
|
|
2022
Q2 | $9.24M | Buy |
+185,005
| New | +$9.24M | 2.52% | 7 |
|