SOA Wealth 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 | $99.9K | Hold |
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|
2025
Q2 | $97.8K | Hold |
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|
2025
Q1 | $99K | Hold |
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|
2024
Q4 | $100K | Sell |
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|
2024
Q3 | $117K | Hold |
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|
2024
Q2 | $115K | Sell |
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|
2024
Q1 | $191K | Buy |
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|
2023
Q4 | $76.9K | Sell |
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|
2023
Q3 | $190K | Buy |
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|
2023
Q2 | $195K | Sell |
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|
2023
Q1 | $203K | Sell |
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|
2022
Q4 | $199K | Sell |
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|
2022
Q3 | $207K | Sell |
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|
2022
Q2 | $284K | Sell |
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|
2022
Q1 | $547K | Buy |
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|
2021
Q4 | $570K | Buy |
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|
2021
Q3 | $514K | Sell |
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|
2021
Q2 | $681K | Hold |
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|
2021
Q1 | $673K | Sell |
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|
2020
Q4 | $705K | Buy |
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