TPCW
TD Private Client Wealth’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 | $7.54M | Buy |
153,772
+1,217
| +0.8% | +$59.7K | 0.19% | 81 |
|
|
2025
Q1 | $7.57M | Buy |
152,555
+2,955
| +2% | +$147K | 0.21% | 74 |
|
|
2024
Q4 | $7.5M | Sell |
149,600
-803
| -0.5% | -$40.3K | 0.21% | 73 |
|
|
2024
Q3 | $7.69M | Buy |
150,403
+33,065
| +28% | +$1.69M | 0.22% | 75 |
|
|
2024
Q2 | $5.88M | Buy |
117,338
+6,086
| +5% | +$305K | 0.19% | 86 |
|
|
2024
Q1 | $5.63M | Buy |
111,252
+36,046
| +48% | +$1.82M | 0.18% | 87 |
|
|
2023
Q4 | $3.84M | Sell |
75,206
-1,275
| -2% | -$65.1K | 0.14% | 128 |
|
|
2023
Q3 | $3.68M | Buy |
76,481
+41,721
| +120% | +$2.01M | 0.16% | 133 |
|
|
2023
Q2 | $1.75M | Buy |
34,760
+4,503
| +15% | +$226K | 0.08% | 241 |
|
|
2023
Q1 | $1.53M | Buy |
30,257
+10,789
| +55% | +$547K | 0.07% | 264 |
|
|
2022
Q4 | $963K | Buy |
19,468
+4,622
| +31% | +$229K | 0.05% | 331 |
|
|
2022
Q3 | $715K | Buy |
14,846
+5,828
| +65% | +$281K | 0.04% | 359 |
|
|
2022
Q2 | $450K | Sell |
9,018
-1,769
| -16% | -$88.3K | 0.02% | 420 |
|
|
2022
Q1 | $556K | Buy |
10,787
+162
| +2% | +$8.35K | 0.02% | 408 |
|
|
2021
Q4 | $583K | Buy |
10,625
+2,985
| +39% | +$164K | 0.02% | 402 |
|
|
2021
Q3 | $418K | Buy |
7,640
+2,154
| +39% | +$118K | 0.02% | 427 |
|
|
2021
Q2 | $303K | Buy |
5,486
+546
| +11% | +$30.2K | 0.01% | 465 |
|
|
2021
Q1 | $270K | Buy |
4,940
+3,364
| +213% | +$184K | 0.01% | 466 |
|
|
2020
Q4 | $87K | Sell |
1,576
-2,022
| -56% | -$112K | ﹤0.01% | 577 |
|
|
2020
Q3 | $196K | Buy |
3,598
+1,464
| +69% | +$79.7K | 0.01% | 460 |
|
|
2020
Q2 | $116K | Buy |
+2,134
| New | +$116K | 0.01% | 507 |
|