Trinity Financial Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $8.49M | Sell |
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|
2025
Q2 | $9.58M | Buy |
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|
2025
Q1 | $7.51M | Buy |
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|
2024
Q4 | $5.44M | Buy |
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|
2024
Q3 | $2.89M | Buy |
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|
2024
Q2 | $2.98M | Buy |
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|
2024
Q1 | $2.85M | Buy |
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|
2023
Q4 | $2.57M | Buy |
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|
2023
Q3 | $2.19M | Buy |
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|
2023
Q2 | $1.76M | Buy |
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|
2023
Q1 | $762K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $6.65M | Sell |
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|
2021
Q4 | $7.19M | Buy |
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|
2021
Q3 | $5.41M | Buy |
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|
2021
Q2 | $2.99M | Buy |
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|
2021
Q1 | $2.1M | Buy |
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|
2020
Q4 | $663K | Buy |
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