Valeo 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 | $2.07M | Sell |
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|
2025
Q2 | $3.95M | Sell |
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|
2025
Q1 | $8.25M | Sell |
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|
2024
Q4 | $8.74M | Buy |
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|
2024
Q3 | $7.81M | Buy |
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|
2024
Q2 | $2.81M | Buy |
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|
2024
Q1 | $2.71M | Buy |
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|
2023
Q4 | $2.22M | Sell |
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|
2023
Q3 | $2.64M | Sell |
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|
2023
Q2 | $4.05M | Sell |
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|
2023
Q1 | $5.66M | Buy |
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|
2022
Q4 | $4.76M | Sell |
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|
2022
Q3 | $4.89M | Sell |
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|
2022
Q2 | $5.95M | Buy |
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|
2022
Q1 | $4.66M | Sell |
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|
2021
Q4 | $5.28M | Buy |
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|
2021
Q3 | $5.1M | Buy |
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|
2021
Q2 | $4.82M | Sell |
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|
2021
Q1 | $5.39M | Buy |
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|
2020
Q4 | $4.39M | Buy |
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|
2020
Q3 | $4.16M | Buy |
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|
2020
Q2 | $3.68M | Buy |
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|
2020
Q1 | $3.42M | Buy |
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|
2019
Q4 | $3.31M | Buy |
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|
2019
Q3 | $2.72M | Buy |
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|
2019
Q2 | $2.3M | Buy |
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|
2019
Q1 | $2.12M | Buy |
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|
2018
Q4 | $1.53M | Buy |
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|
2018
Q3 | $1.15M | Buy |
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|
2018
Q2 | $229K | Sell |
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|
2018
Q1 | $445K | Buy |
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|
2017
Q4 | $72K | Hold |
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|
2017
Q3 | $72K | Buy |
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