Soltis Investment 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
Q2 | $7.5M | Sell |
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|
2025
Q1 | $7.97M | Sell |
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|
2024
Q4 | $8.22M | Sell |
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|
2024
Q3 | $8.44M | Buy |
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|
2024
Q2 | $7.41M | Sell |
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|
2024
Q1 | $8.54M | Buy |
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|
2023
Q4 | $7.08M | Sell |
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|
2023
Q3 | $6.69M | Buy |
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|
2023
Q2 | $5.61M | Sell |
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|
2023
Q1 | $5.68M | Buy |
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|
2022
Q4 | $2.61M | Buy |
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|
2022
Q3 | $1.04M | Hold |
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|
2022
Q2 | $1.08M | Hold |
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|
2022
Q1 | $1.12M | Buy |
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|
2021
Q4 | $259K | Sell |
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|
2021
Q3 | $1.34M | Buy |
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|
2021
Q2 | $1.35M | Buy |
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|
2021
Q1 | $805K | Buy |
|