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Stewardship Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.1M | Buy |
247,790
+4,497
| +2% | +$220K | 3.08% | 9 |
|
|
2025
Q1 | $12.1M | Buy |
243,293
+25,357
| +12% | +$1.26M | 3.26% | 8 |
|
|
2024
Q4 | $10.9M | Buy |
217,936
+9,129
| +4% | +$458K | 3.03% | 8 |
|
|
2024
Q3 | $10.7M | Sell |
208,807
-10,856
| -5% | -$555K | 3.01% | 8 |
|
|
2024
Q2 | $11M | Buy |
219,663
+43,943
| +25% | +$2.2M | 3.64% | 6 |
|
|
2024
Q1 | $8.89M | Buy |
+175,720
| New | +$8.89M | 3.04% | 6 |
|