Steele Capital 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 | $2.56M | Sell |
52,205
-23,100
| -31% | -$1.13M | 0.12% | 54 |
|
2025
Q1 | $3.74M | Hold |
75,305
| – | – | 0.19% | 48 |
|
2024
Q4 | $3.78M | Buy |
75,305
+50,200
| +200% | +$2.52M | 0.2% | 46 |
|
2024
Q3 | $1.28M | Buy |
25,105
+3,000
| +14% | +$153K | 0.07% | 58 |
|
2024
Q2 | $1.11M | Buy |
22,105
+200
| +0.9% | +$10K | 0.06% | 65 |
|
2024
Q1 | $1.11M | Buy |
21,905
+2,600
| +13% | +$132K | 0.06% | 63 |
|
2023
Q4 | $986K | Buy |
+19,305
| New | +$986K | 0.06% | 66 |
|