TFG
Tilson Financial Group’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 | $8.17M | Sell |
166,672
-63,968
| -28% | -$3.14M | 3.08% | 9 |
|
|
2025
Q1 | $11.4M | Buy |
230,640
+19,794
| +9% | +$982K | 4.53% | 5 |
|
|
2024
Q4 | $10.6M | Buy |
210,846
+76,813
| +57% | +$3.85M | 4.31% | 6 |
|
|
2024
Q3 | $6.85M | Buy |
+134,033
| New | +$6.85M | 2.97% | 12 |
|
|
2024
Q2 | – | Sell |
-107,586
| Closed | -$5.44M | – | 64 |
|
|
2024
Q1 | $5.44M | Buy |
107,586
+26,461
| +33% | +$1.34M | 2.92% | 13 |
|
|
2023
Q4 | $4.14M | Buy |
81,125
+21,275
| +36% | +$1.09M | 2.67% | 11 |
|
|
2023
Q3 | $2.88M | Buy |
+59,850
| New | +$2.88M | 2.26% | 17 |
|
|
2023
Q2 | – | Sell |
-67,140
| Closed | -$3.4M | – | 55 |
|
|
2023
Q1 | $3.4M | Buy |
67,140
+677
| +1% | +$34.3K | 2.78% | 13 |
|
|
2022
Q4 | $3.29M | Buy |
+66,463
| New | +$3.29M | 2.8% | 13 |
|