TCM
TruNorth 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 | $73.5K | Sell |
1,500
-3,741
| -71% | -$183K | 0.02% | 135 |
|
|
2025
Q1 | $260K | Hold |
5,241
| – | – | 0.06% | 83 |
|
|
2024
Q4 | $263K | Buy |
5,241
+280
| +6% | +$14K | 0.07% | 59 |
|
|
2024
Q3 | $254K | Hold |
4,961
| – | – | 0.08% | 58 |
|
|
2024
Q2 | $249K | Buy |
4,961
+1,500
| +43% | +$75.2K | 0.08% | 57 |
|
|
2024
Q1 | $175K | Buy |
+3,461
| New | +$175K | 0.06% | 66 |
|