Souders Financial Advisors’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 | $1.58M | Buy |
32,206
+2,053
| +7% | +$101K | 0.2% | 61 |
|
|
2025
Q1 | $1.5M | Buy |
30,153
+173
| +0.6% | +$8.58K | 0.21% | 71 |
|
|
2024
Q4 | $1.5M | Buy |
29,980
+2,314
| +8% | +$116K | 0.21% | 84 |
|
|
2024
Q3 | $1.41M | Buy |
27,666
+295
| +1% | +$15.1K | 0.2% | 80 |
|
|
2024
Q2 | $1.37M | Buy |
27,371
+2,095
| +8% | +$105K | 0.21% | 78 |
|
|
2024
Q1 | $1.28M | Sell |
25,276
-2,173
| -8% | -$110K | 0.2% | 82 |
|
|
2023
Q4 | $1.4M | Buy |
27,449
+6,270
| +30% | +$320K | 0.24% | 77 |
|
|
2023
Q3 | $1.02M | Buy |
21,179
+6,015
| +40% | +$289K | 0.2% | 85 |
|
|
2023
Q2 | $762K | Buy |
15,164
+1,994
| +15% | +$100K | 0.15% | 96 |
|
|
2023
Q1 | $667K | Sell |
13,170
-2,261
| -15% | -$115K | 0.14% | 102 |
|
|
2022
Q4 | $764K | Sell |
15,431
-566
| -4% | -$28K | 0.17% | 92 |
|
|
2022
Q3 | $770K | Buy |
15,997
+2,704
| +20% | +$130K | 0.21% | 86 |
|
|
2022
Q2 | $664K | Buy |
+13,293
| New | +$664K | 0.19% | 88 |
|