United Advisor Group’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 | $1.91M | Buy |
38,860
+20,001
| +106% | +$981K | 0.33% | 80 |
|
|
2025
Q1 | $936K | Buy |
18,859
+52
| +0.3% | +$2.58K | 0.19% | 122 |
|
|
2024
Q4 | $943K | Buy |
18,807
+5,679
| +43% | +$285K | 0.19% | 129 |
|
|
2024
Q3 | $671K | Sell |
13,128
-3,151
| -19% | -$161K | 0.15% | 144 |
|
|
2024
Q2 | $816K | Sell |
16,279
-356
| -2% | -$17.8K | 0.25% | 91 |
|
|
2024
Q1 | $842K | Sell |
16,635
-9,621
| -37% | -$487K | 0.32% | 86 |
|
|
2023
Q4 | $1.34M | Buy |
+26,256
| New | +$1.34M | 1.61% | 15 |
|