SEP
Southland Equity 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 | $824K | Hold |
16,809
| – | – | 0.18% | 95 |
|
|
2025
Q1 | $834K | Hold |
16,809
| – | – | 0.19% | 90 |
|
|
2024
Q4 | $843K | Hold |
16,809
| – | – | 0.2% | 90 |
|
|
2024
Q3 | $859K | Hold |
16,809
| – | – | 0.21% | 84 |
|
|
2024
Q2 | $842K | Hold |
16,809
| – | – | 0.24% | 72 |
|
|
2024
Q1 | $851K | Hold |
16,809
| – | – | 0.24% | 70 |
|
|
2023
Q4 | $858K | Hold |
16,809
| – | – | 0.27% | 63 |
|
|
2023
Q3 | $809K | Hold |
16,809
| – | – | 0.28% | 59 |
|
|
2023
Q2 | $844K | Hold |
16,809
| – | – | 0.28% | 56 |
|
|
2023
Q1 | $852K | Hold |
16,809
| – | – | 0.33% | 51 |
|
|
2022
Q4 | $832K | Hold |
16,809
| – | – | 0.32% | 48 |
|
|
2022
Q3 | $809K | Hold |
16,809
| – | – | 0.4% | 46 |
|
|
2022
Q2 | $839K | Hold |
16,809
| – | – | 0.38% | 49 |
|
|
2022
Q1 | $867K | Hold |
16,809
| – | – | 0.36% | 47 |
|
|
2021
Q4 | $923K | Hold |
16,809
| – | – | 0.38% | 49 |
|
|
2021
Q3 | $921K | Hold |
16,809
| – | – | 0.42% | 46 |
|
|
2021
Q2 | $930K | Buy |
16,809
+917
| +6% | +$50.7K | 0.44% | 46 |
|
|
2021
Q1 | $868K | Buy |
15,892
+183
| +1% | +$10K | 0.49% | 41 |
|
|
2020
Q4 | $867K | Buy |
+15,709
| New | +$867K | 0.58% | 36 |
|