Stone Summit 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 | $1.2M | Sell |
24,403
-8,737
| -26% | -$428K | 0.37% | 67 |
|
|
2025
Q1 | $1.64M | Sell |
33,140
-1,510
| -4% | -$74.9K | 0.56% | 56 |
|
|
2024
Q4 | $1.74M | Sell |
34,650
-3,100
| -8% | -$155K | 0.58% | 55 |
|
|
2024
Q3 | $1.93M | Sell |
37,750
-20
| -0.1% | -$1.02K | 0.62% | 54 |
|
|
2024
Q2 | $1.89M | Sell |
37,770
-90
| -0.2% | -$4.51K | 0.68% | 50 |
|
|
2024
Q1 | $1.92M | Buy |
37,860
+7,470
| +25% | +$378K | 0.67% | 52 |
|
|
2023
Q4 | $1.55M | Buy |
30,390
+723
| +2% | +$36.9K | 0.6% | 58 |
|
|
2023
Q3 | $1.43M | Sell |
29,667
-4,247
| -13% | -$204K | 0.61% | 59 |
|
|
2023
Q2 | $1.7M | Buy |
33,914
+4,427
| +15% | +$222K | 0.71% | 50 |
|
|
2023
Q1 | $1.49M | Buy |
29,487
+3,066
| +12% | +$155K | 0.66% | 54 |
|
|
2022
Q4 | $1.31M | Buy |
26,421
+11,321
| +75% | +$560K | 0.64% | 54 |
|
|
2022
Q3 | $727K | Sell |
15,100
-4,420
| -23% | -$213K | 0.45% | 63 |
|
|
2022
Q2 | $975K | Buy |
19,520
+12,413
| +175% | +$620K | 0.58% | 53 |
|
|
2022
Q1 | $367K | Sell |
7,107
-5,038
| -41% | -$260K | 0.21% | 102 |
|
|
2021
Q4 | $665K | Buy |
+12,145
| New | +$665K | 0.54% | 64 |
|