TFA
TPG Financial Advisors’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 | $3.15M | Sell |
64,217
-24,647
| -28% | -$1.21M | 1.26% | 28 |
|
|
2025
Q1 | $4.41M | Buy |
88,864
+21,387
| +32% | +$1.06M | 1.95% | 20 |
|
|
2024
Q4 | $3.38M | Hold |
67,477
| – | – | 1.47% | 21 |
|
|
2024
Q3 | $3.45M | Buy |
67,477
+42,373
| +169% | +$2.17M | 1.55% | 20 |
|
|
2024
Q2 | $1.26M | Buy |
+25,104
| New | +$1.26M | 0.6% | 30 |
|
|
2023
Q4 | $1.04M | Buy |
20,492
+282
| +1% | +$14.4K | 0.53% | 30 |
|
|
2023
Q3 | $972K | Buy |
+20,210
| New | +$972K | 0.5% | 28 |
|
|
2022
Q4 | – | Sell |
-4,884
| Closed | -$235K | – | 48 |
|
|
2022
Q3 | $235K | Hold |
4,884
| – | – | 0.14% | 42 |
|
|
2022
Q2 | $244K | Buy |
+4,884
| New | +$244K | 0.16% | 38 |
|