Spire Wealth Management’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 | $2.32M | Sell |
47,332
-16,302
| -26% | -$799K | 0.08% | 208 |
|
|
2025
Q1 | $3.16M | Sell |
63,634
-4,211
| -6% | -$209K | 0.1% | 183 |
|
|
2024
Q4 | $3.4M | Buy |
67,845
+1,266
| +2% | +$63.5K | 0.11% | 165 |
|
|
2024
Q3 | $3.4M | Buy |
66,579
+792
| +1% | +$40.5K | 0.11% | 149 |
|
|
2024
Q2 | $3.3M | Sell |
65,787
-42,598
| -39% | -$2.13M | 0.12% | 167 |
|
|
2024
Q1 | $5.48M | Buy |
108,385
+765
| +0.7% | +$38.7K | 0.1% | 148 |
|
|
2023
Q4 | $5.43M | Sell |
107,620
-65
| -0.1% | -$3.28K | 0.18% | 129 |
|
|
2023
Q3 | $5.18M | Sell |
107,685
-6,047
| -5% | -$291K | 0.2% | 98 |
|
|
2023
Q2 | $5.71M | Sell |
113,732
-2,580
| -2% | -$130K | 0.21% | 95 |
|
|
2023
Q1 | $5.89M | Buy |
116,312
+65,696
| +130% | +$3.33M | 0.23% | 97 |
|
|
2022
Q4 | $2.51M | Sell |
50,616
-1,946
| -4% | -$96.3K | 0.14% | 136 |
|
|
2022
Q3 | $2.53M | Sell |
52,562
-21,022
| -29% | -$1.01M | 0.15% | 124 |
|
|
2022
Q2 | $3.67M | Sell |
73,584
-35,372
| -32% | -$1.77M | 0.15% | 140 |
|
|
2022
Q1 | $5.62M | Sell |
108,956
-6,295
| -5% | -$325K | 0.15% | 147 |
|
|
2021
Q4 | $6.33M | Buy |
115,251
+4,380
| +4% | +$240K | 0.14% | 154 |
|
|
2021
Q3 | $6.07M | Sell |
110,871
-2,959
| -3% | -$162K | 0.16% | 144 |
|
|
2021
Q2 | $6.3M | Sell |
113,830
-11,165
| -9% | -$617K | 0.17% | 142 |
|
|
2021
Q1 | $6.83M | Buy |
+124,995
| New | +$6.83M | 0.18% | 130 |
|