Sterling Financial Planning’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 | $3.09M | Buy |
62,933
+539
| +0.9% | +$26.4K | 1.03% | 28 |
|
|
2025
Q1 | $3.1M | Sell |
62,394
-78
| -0.1% | -$3.87K | 1.12% | 27 |
|
|
2024
Q4 | $3.13M | Buy |
62,472
+11,509
| +23% | +$577K | 1.15% | 29 |
|
|
2024
Q3 | $2.61M | Buy |
50,963
+2,892
| +6% | +$148K | 0.96% | 29 |
|
|
2024
Q2 | $2.41M | Buy |
48,071
+3,545
| +8% | +$178K | 0.98% | 30 |
|
|
2024
Q1 | $2.25M | Buy |
44,526
+6,115
| +16% | +$309K | 0.91% | 33 |
|
|
2023
Q4 | $1.96M | Buy |
38,411
+32,810
| +586% | +$1.67M | 0.85% | 35 |
|
|
2023
Q3 | $269K | Buy |
+5,601
| New | +$269K | 0.14% | 82 |
|