United Capital 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 | $1.26M | Sell |
|
|||||
|
2025
Q2 | $1.61M | Buy |
|
|||||
|
2025
Q1 | $871K | Sell |
|
|||||
|
2024
Q4 | $3.63M | Buy |
|
|||||
|
2024
Q3 | $855K | Sell |
|
|||||
|
2024
Q2 | $870K | Buy |
|
|||||
|
2024
Q1 | $829K | Sell |
|
|||||
|
2023
Q4 | $2.18M | Buy |
|
|||||
|
2023
Q3 | $547K | Sell |
|
|||||
|
2023
Q2 | $1.19M | Sell |
|
|||||
|
2023
Q1 | $2.17M | Sell |
|
|||||
|
2022
Q4 | $8.78M | Buy |
|
|||||
|
2022
Q3 | $5.77M | Buy |
|
|||||
|
2022
Q2 | $4.78M | Buy |
|
|||||
|
2022
Q1 | $4.67M | Buy |
|
|||||
|
2021
Q4 | $4.45M | Buy |
|
|||||
|
2021
Q3 | $4.27M | Buy |
|
|||||
|
2021
Q2 | $2.61M | Buy |
|
|||||
|
2021
Q1 | $1.78M | Buy |
|
|||||
|
2020
Q4 | $1.32M | Buy |
|
|||||
|
2020
Q3 | $1.27M | Sell |
|
|||||
|
2020
Q2 | $1.53M | Buy |
|
|||||
|
2020
Q1 | $1.15M | Buy |
|
|||||
|
2019
Q4 | $846K | Buy |
|
|||||
|
2019
Q3 | $810K | Sell |
|
|||||
|
2019
Q2 | $922K | Sell |
|
|||||
|
2019
Q1 | $1.75M | Sell |
|
|||||
|
2018
Q4 | $3.71M | Sell |
|
|||||
|
2018
Q3 | $3.71M | Buy |
|
|||||
|
2018
Q2 | $3.53M | Sell |
|
|||||
|
2018
Q1 | $3.6M | Buy |
|
|||||
|
2017
Q4 | $792K | Buy |
|
|||||
|
2017
Q3 | $533K | Buy |
|
|||||
|
2017
Q1 | – | Sell |
|
|||||
|
2016
Q4 | $722K | Hold |
|
|||||
|
2016
Q3 | $750K | Buy |
|