Valley Forge Investment Consultants’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 | $1.93M | Buy |
39,281
+2,102
| +6% | +$103K | 0.62% | 18 |
|
2025
Q1 | $1.84M | Buy |
37,179
+1,942
| +6% | +$96.4K | 0.66% | 19 |
|
2024
Q4 | $1.77M | Buy |
35,237
+1,839
| +6% | +$92.2K | 0.61% | 21 |
|
2024
Q3 | $1.71M | Buy |
33,398
+24,916
| +294% | +$1.27M | 0.6% | 21 |
|
2024
Q2 | $425K | Hold |
8,482
| – | – | 0.16% | 48 |
|
2024
Q1 | $429K | Hold |
8,482
| – | – | 0.17% | 45 |
|
2023
Q4 | $433K | Hold |
8,482
| – | – | 0.19% | 43 |
|
2023
Q3 | $408K | Hold |
8,482
| – | – | 0.19% | 48 |
|
2023
Q2 | $426K | Hold |
8,482
| – | – | 0.21% | 39 |
|
2023
Q1 | $430K | Hold |
8,482
| – | – | 0.22% | 38 |
|
2022
Q4 | $420K | Buy |
+8,482
| New | +$420K | 0.22% | 42 |
|