Towerpoint Wealth’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 | – | Sell |
-12,270
| Closed | -$609K | – | 93 |
|
|
2025
Q1 | $609K | Sell |
12,270
-3,400
| -22% | -$169K | 0.3% | 47 |
|
|
2024
Q4 | $786K | Sell |
15,670
-162
| -1% | -$8.12K | 0.38% | 42 |
|
|
2024
Q3 | $809K | Hold |
15,832
| – | – | 0.38% | 40 |
|
|
2024
Q2 | $793K | Hold |
15,832
| – | – | 0.4% | 41 |
|
|
2024
Q1 | $801K | Hold |
15,832
| – | – | 0.4% | 41 |
|
|
2023
Q4 | $808K | Hold |
15,832
| – | – | 0.44% | 38 |
|
|
2023
Q3 | $762K | Hold |
15,832
| – | – | 0.45% | 39 |
|
|
2023
Q2 | $795K | Hold |
15,832
| – | – | 0.45% | 40 |
|
|
2023
Q1 | $802K | Hold |
15,832
| – | – | 0.46% | 39 |
|
|
2022
Q4 | $784K | Buy |
+15,832
| New | +$784K | 0.45% | 39 |
|