Truepoint Inc’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 | $2.24M | Buy |
45,589
+20,408
| +81% | +$1M | 0.06% | 48 |
|
|
2025
Q1 | $1.25M | Buy |
25,181
+21,067
| +512% | +$1.05M | 0.03% | 63 |
|
|
2024
Q4 | $206K | Buy |
+4,114
| New | +$206K | 0.01% | 127 |
|
|
2024
Q1 | – | Sell |
-31,620
| Closed | -$1.61M | – | 241 |
|
|
2023
Q4 | $1.61M | Hold |
31,620
| – | – | 0.05% | 60 |
|
|
2023
Q3 | $1.52M | Hold |
31,620
| – | – | 0.05% | 64 |
|
|
2023
Q2 | $1.59M | Sell |
31,620
-570
| -2% | -$28.6K | 0.05% | 56 |
|
|
2023
Q1 | $1.63M | Sell |
32,190
-1,615
| -5% | -$81.8K | 0.06% | 53 |
|
|
2022
Q4 | $1.67M | Buy |
+33,805
| New | +$1.67M | 0.06% | 55 |
|