SIM
Studio Investment Management’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 | $455K | Sell |
9,270
-6,490
| -41% | -$318K | 0.09% | 124 |
|
|
2025
Q1 | $782K | Sell |
15,760
-53,842
| -77% | -$2.67M | 0.16% | 84 |
|
|
2024
Q4 | $3.49M | Sell |
69,602
-13,118
| -16% | -$658K | 0.74% | 39 |
|
|
2024
Q3 | $4.23M | Sell |
82,720
-1,365
| -2% | -$69.8K | 0.89% | 36 |
|
|
2024
Q2 | $4.21M | Sell |
84,085
-642
| -0.8% | -$32.2K | 0.96% | 31 |
|
|
2024
Q1 | $4.29M | Sell |
84,727
-9,433
| -10% | -$477K | 1.02% | 29 |
|
|
2023
Q4 | $4.81M | Sell |
94,160
-3,525
| -4% | -$180K | 1.23% | 21 |
|
|
2023
Q3 | $4.7M | Sell |
97,685
-24,705
| -20% | -$1.19M | 1.31% | 21 |
|
|
2023
Q2 | $6.15M | Sell |
122,390
-1,355
| -1% | -$68K | 1.72% | 15 |
|
|
2023
Q1 | $6.27M | Buy |
123,745
+59,935
| +94% | +$3.04M | 1.89% | 15 |
|
|
2022
Q4 | $3.16M | Buy |
63,810
+32,670
| +105% | +$1.62M | 1.02% | 29 |
|
|
2022
Q3 | $1.5M | Buy |
31,140
+155
| +0.5% | +$7.46K | 0.54% | 56 |
|
|
2022
Q2 | $1.55M | Buy |
30,985
+480
| +2% | +$24K | 0.54% | 56 |
|
|
2022
Q1 | $1.57M | Sell |
30,505
-430
| -1% | -$22.2K | 0.52% | 60 |
|
|
2021
Q4 | $1.7M | Buy |
+30,935
| New | +$1.7M | 0.61% | 58 |
|