Stokes Family Office’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 | $4.24M | Sell |
86,418
-5,251
| -6% | -$257K | 0.44% | 59 |
|
|
2025
Q1 | $4.55M | Sell |
91,669
-37,074
| -29% | -$1.84M | 0.51% | 49 |
|
|
2024
Q4 | $6.45M | Buy |
128,743
+51,560
| +67% | +$2.58M | 0.69% | 31 |
|
|
2024
Q3 | $3.95M | Sell |
77,183
-1,595
| -2% | -$81.5K | 0.43% | 57 |
|
|
2024
Q2 | $3.95M | Buy |
78,778
+9,470
| +14% | +$475K | 0.46% | 53 |
|
|
2024
Q1 | $3.51M | Buy |
69,308
+1,033
| +2% | +$52.3K | 0.44% | 58 |
|
|
2023
Q4 | $3.49M | Sell |
68,275
-111,565
| -62% | -$5.7M | 0.47% | 55 |
|
|
2023
Q3 | $8.65M | Buy |
179,840
+56,157
| +45% | +$2.7M | 1.02% | 20 |
|
|
2023
Q2 | $6.21M | Sell |
123,683
-7,884
| -6% | -$396K | 0.72% | 25 |
|
|
2023
Q1 | $6.67M | Buy |
131,567
+4,734
| +4% | +$240K | 0.83% | 23 |
|
|
2022
Q4 | $6.28M | Buy |
126,833
+96,210
| +314% | +$4.76M | 0.81% | 29 |
|
|
2022
Q3 | $1.47M | Sell |
30,623
-19,603
| -39% | -$944K | 0.21% | 84 |
|
|
2022
Q2 | $2.51M | Buy |
50,226
+16,343
| +48% | +$816K | 0.34% | 67 |
|
|
2022
Q1 | $1.75M | Buy |
33,883
+13,913
| +70% | +$717K | 0.23% | 76 |
|
|
2021
Q4 | $1.1M | Buy |
19,970
+12,172
| +156% | +$668K | 0.14% | 93 |
|
|
2021
Q3 | $427K | Buy |
7,798
+1,582
| +25% | +$86.6K | 0.06% | 159 |
|
|
2021
Q2 | $344K | Buy |
+6,216
| New | +$344K | 0.05% | 167 |
|