Strategic Investment Solutions’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 | $314K | Sell |
6,397
-17,899
| -74% | -$878K | 0.09% | 106 |
|
|
2025
Q1 | $1.21M | Sell |
24,296
-6,707
| -22% | -$333K | 0.35% | 45 |
|
|
2024
Q4 | $1.62M | Buy |
31,003
+5,542
| +22% | +$289K | 0.54% | 37 |
|
|
2024
Q3 | $1.3M | Sell |
25,461
-751
| -3% | -$38.4K | 0.39% | 45 |
|
|
2024
Q2 | $1.33M | Buy |
+26,212
| New | +$1.33M | 0.43% | 42 |
|
|
2023
Q4 | $1.38M | Sell |
27,061
-351,762
| -93% | -$18M | 0.24% | 59 |
|
|
2023
Q3 | $18.8M | Buy |
378,823
+371,758
| +5,262% | +$18.4M | 0.23% | 66 |
|
|
2023
Q2 | $352K | Sell |
7,065
-23,359
| -77% | -$1.17M | 0.07% | 88 |
|
|
2023
Q1 | $1.54M | Sell |
30,424
-3,683
| -11% | -$187K | 0.3% | 57 |
|
|
2022
Q4 | $1.74M | Buy |
+34,107
| New | +$1.74M | 0.86% | 25 |
|