Valley National Advisers’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 | $25K | Hold |
511
| – | – | ﹤0.01% | 462 |
|
|
2025
Q1 | $25K | Buy |
+511
| New | +$25K | ﹤0.01% | 460 |
|
|
2024
Q3 | – | Sell |
-38,234
| Closed | -$1.92M | – | 1146 |
|
|
2024
Q2 | $1.92M | Buy |
38,234
+1,321
| +4% | +$66.2K | 0.28% | 75 |
|
|
2024
Q1 | $1.87M | Buy |
36,913
+2,431
| +7% | +$123K | 0.28% | 76 |
|
|
2023
Q4 | $1.76M | Sell |
34,482
-12,261
| -26% | -$626K | 0.28% | 78 |
|
|
2023
Q3 | $2.25M | Hold |
46,743
| – | – | 0.39% | 54 |
|
|
2023
Q2 | $2.35M | Sell |
46,743
-150
| -0.3% | -$7.54K | 0.39% | 54 |
|
|
2023
Q1 | $2.36M | Sell |
46,893
-4,164
| -8% | -$210K | 0.42% | 50 |
|
|
2022
Q4 | $2.57M | Buy |
51,057
+35,559
| +229% | +$1.79M | 0.46% | 53 |
|
|
2022
Q3 | $751K | Buy |
+15,498
| New | +$751K | 0.16% | 123 |
|