Valley Wealth Managers’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 | $11.3K | Sell |
230
-53
| -19% | -$2.6K | ﹤0.01% | 242 |
|
|
2025
Q1 | $14K | Sell |
283
-81
| -22% | -$4.02K | ﹤0.01% | 260 |
|
|
2024
Q4 | $18.2K | Hold |
364
| – | – | ﹤0.01% | 264 |
|
|
2024
Q3 | $18.6K | Hold |
364
| – | – | ﹤0.01% | 269 |
|
|
2024
Q2 | $18.2K | Sell |
364
-700
| -66% | -$35.1K | ﹤0.01% | 266 |
|
|
2024
Q1 | $53.8K | Hold |
1,064
| – | – | ﹤0.01% | 212 |
|
|
2023
Q4 | $54.3K | Hold |
1,064
| – | – | ﹤0.01% | 213 |
|
|
2023
Q3 | $51.2K | Hold |
1,064
| – | – | ﹤0.01% | 219 |
|
|
2023
Q2 | $53.4K | Buy |
1,064
+68
| +7% | +$3.42K | ﹤0.01% | 205 |
|
|
2023
Q1 | $50.5K | Hold |
996
| – | – | ﹤0.01% | 217 |
|
|
2022
Q4 | $49.3K | Sell |
996
-5,028
| -83% | -$249K | ﹤0.01% | 229 |
|
|
2022
Q3 | $290K | Sell |
6,024
-2,560
| -30% | -$123K | 0.03% | 141 |
|
|
2022
Q2 | $429K | Buy |
+8,584
| New | +$429K | 0.04% | 134 |
|