TCM
Towneley Capital 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 | $16.1M | Buy |
328,977
+11,387
| +4% | +$558K | 3.7% | 9 |
|
|
2025
Q1 | $15.8M | Buy |
317,590
+22,050
| +7% | +$1.09M | 3.69% | 10 |
|
|
2024
Q4 | $14.8M | Buy |
295,540
+178,004
| +151% | +$8.92M | 3.52% | 11 |
|
|
2024
Q3 | $6.01M | Buy |
117,536
+6,220
| +6% | +$318K | 1.36% | 15 |
|
|
2024
Q2 | $5.58M | Buy |
111,316
+12,061
| +12% | +$604K | 1.31% | 15 |
|
|
2024
Q1 | $5.02M | Sell |
99,255
-1,110
| -1% | -$56.2K | 1.24% | 17 |
|
|
2023
Q4 | $5.12M | Buy |
+100,365
| New | +$5.12M | 1.31% | 17 |
|