Successful Portfolios’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
2024
Q2
Sell
-4,277
Closed -$216K 171
2024
Q1
$216K Hold
4,277
0.15% 145
2023
Q4
$218K Sell
4,277
-765
-15% -$39.1K 0.16% 140
2023
Q3
$243K Buy
5,042
+460
+10% +$22.1K 0.21% 111
2023
Q2
$230K Sell
4,582
-7,002
-60% -$352K 0.2% 121
2023
Q1
$587K Buy
11,584
+2,002
+21% +$101K 0.37% 63
2022
Q4
$474K Buy
9,582
+3,300
+53% +$163K 0.31% 85
2022
Q3
$302K Sell
6,282
-1,100
-15% -$52.9K 0.22% 123
2022
Q2
$369K Sell
7,382
-103
-1% -$5.15K 0.25% 103
2022
Q1
$386K Hold
7,485
0.22% 116
2021
Q4
$411K Buy
7,485
+165
+2% +$9.06K 0.22% 113
2021
Q3
$401K Hold
7,320
0.24% 113
2021
Q2
$405K Hold
7,320
0.25% 110
2021
Q1
$400K Sell
7,320
-50
-0.7% -$2.73K 0.26% 103
2020
Q4
$407K Hold
7,370
0.29% 95
2020
Q3
$401K Hold
7,370
0.32% 87
2020
Q2
$399K Sell
7,370
-2,500
-25% -$135K 0.35% 83
2020
Q1
$522K Hold
9,870
0.53% 56
2019
Q4
$528K Sell
9,870
-345
-3% -$18.5K 0.47% 59
2019
Q3
$548K Hold
10,215
0.51% 54
2019
Q2
$542K Sell
10,215
-1,850
-15% -$98.2K 0.58% 49
2019
Q1
$629K Sell
12,065
-100
-0.8% -$5.21K 0.69% 43
2018
Q4
$621K Sell
12,165
-520
-4% -$26.5K 0.79% 40
2018
Q3
$641K Sell
12,685
-500
-4% -$25.3K 0.7% 41
2018
Q2
$672K Buy
13,185
+100
+0.8% +$5.1K 0.78% 38
2018
Q1
$665K Buy
13,085
+200
+2% +$10.2K 0.81% 38
2017
Q4
$666K Buy
+12,885
New +$666K 0.83% 35