Stage Harbor Financial’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 | $5.44M | Sell |
110,933
-1,400
| -1% | -$68.6K | 4.42% | 6 |
|
|
2025
Q1 | $5.57M | Hold |
112,333
| – | – | 4.72% | 6 |
|
|
2024
Q4 | $5.63M | Hold |
112,333
| – | – | 4.9% | 5 |
|
|
2024
Q3 | $5.69M | Sell |
112,333
-793
| -0.7% | -$40.2K | 5.19% | 5 |
|
|
2024
Q2 | $5.67M | Sell |
113,126
-3,157
| -3% | -$158K | 5.48% | 5 |
|
|
2024
Q1 | $5.88M | Sell |
116,283
-10,084
| -8% | -$510K | 5.35% | 5 |
|
|
2023
Q4 | $6.45M | Buy |
+126,367
| New | +$6.45M | 6.22% | 4 |
|