SteelPeak Wealth’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 | $3M | Buy |
61,110
+1,989
| +3% | +$97.5K | 0.12% | 132 |
|
|
2025
Q1 | $2.93M | Sell |
59,121
-741
| -1% | -$36.8K | 0.12% | 128 |
|
|
2024
Q4 | $3M | Sell |
59,862
-449
| -0.7% | -$22.5K | 0.12% | 129 |
|
|
2024
Q3 | $3.08M | Sell |
60,311
-1,018
| -2% | -$52K | 0.13% | 117 |
|
|
2024
Q2 | $3.07M | Sell |
61,329
-8,378
| -12% | -$420K | 0.14% | 112 |
|
|
2024
Q1 | $3.53M | Buy |
69,707
+27,056
| +63% | +$1.37M | 0.18% | 100 |
|
|
2023
Q4 | $2.18M | Sell |
42,651
-30,506
| -42% | -$1.56M | 0.13% | 125 |
|
|
2023
Q3 | $3.52M | Sell |
73,157
-8,328
| -10% | -$401K | 0.22% | 90 |
|
|
2023
Q2 | $4.09M | Buy |
81,485
+2,345
| +3% | +$118K | 0.24% | 75 |
|
|
2023
Q1 | $4.01M | Buy |
79,140
+46,049
| +139% | +$2.33M | 0.27% | 76 |
|
|
2022
Q4 | $1.64M | Sell |
33,091
-24,245
| -42% | -$1.2M | 0.12% | 134 |
|
|
2022
Q3 | $2.76M | Sell |
57,336
-15,261
| -21% | -$735K | 0.21% | 89 |
|
|
2022
Q2 | $3.62M | Buy |
72,597
+1,787
| +3% | +$89.2K | 0.26% | 73 |
|
|
2022
Q1 | $3.65M | Sell |
70,810
-2,125
| -3% | -$110K | 0.21% | 81 |
|
|
2021
Q4 | $4.01M | Buy |
72,935
+15,906
| +28% | +$873K | 0.23% | 83 |
|
|
2021
Q3 | $3.12M | Buy |
57,029
+2,221
| +4% | +$122K | 0.21% | 86 |
|
|
2021
Q2 | $3.03M | Buy |
54,808
+3,881
| +8% | +$215K | 0.21% | 90 |
|
|
2021
Q1 | $2.78M | Sell |
50,927
-783
| -2% | -$42.8K | 0.22% | 84 |
|
|
2020
Q4 | $2.85M | Buy |
51,710
+652
| +1% | +$36K | 0.26% | 81 |
|
|
2020
Q3 | $2.78M | Buy |
51,058
+7,468
| +17% | +$407K | 0.3% | 75 |
|
|
2020
Q2 | $2.36M | Buy |
43,590
+9,402
| +28% | +$509K | 0.3% | 72 |
|
|
2020
Q1 | $1.81M | Sell |
34,188
-319
| -0.9% | -$16.9K | 0.29% | 75 |
|
|
2019
Q4 | $1.85M | Buy |
+34,507
| New | +$1.85M | 0.25% | 84 |
|