SPC
Spirepoint Private Client’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 | $8.85M | Sell |
180,599
-7,191
| -4% | -$353K | 1% | 28 |
|
|
2025
Q1 | $9.32M | Sell |
187,790
-21,779
| -10% | -$1.08M | 1.22% | 23 |
|
|
2024
Q4 | $10.5M | Buy |
209,569
+54,386
| +35% | +$2.73M | 1.32% | 19 |
|
|
2024
Q3 | $7.93M | Buy |
155,183
+61,760
| +66% | +$3.16M | 1.05% | 25 |
|
|
2024
Q2 | $4.68M | Buy |
+93,423
| New | +$4.68M | 0.66% | 40 |
|