Stevens Capital Partners’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 | $1.56M | Buy |
31,843
+18,893
| +146% | +$923K | 0.56% | 37 |
|
|
2025
Q1 | $643K | Sell |
12,950
-2,047
| -14% | -$102K | 0.3% | 40 |
|
|
2024
Q4 | $752K | Buy |
14,997
+2,442
| +19% | +$122K | 0.34% | 39 |
|
|
2024
Q3 | $642K | Buy |
12,555
+4,225
| +51% | +$216K | 0.31% | 39 |
|
|
2024
Q2 | $417K | Buy |
8,330
+187
| +2% | +$9.37K | 0.22% | 43 |
|
|
2024
Q1 | $412K | Buy |
+8,143
| New | +$412K | 0.25% | 44 |
|