Valtinson Bruner Financial Planning’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 | – | Sell |
-7,359
| Closed | -$365K | – | 161 |
|
|
2025
Q1 | $365K | Hold |
7,359
| – | – | 0.12% | 90 |
|
|
2024
Q4 | $369K | Hold |
7,359
| – | – | 0.13% | 98 |
|
|
2024
Q3 | $376K | Hold |
7,359
| – | – | 0.13% | 97 |
|
|
2024
Q2 | $369K | Hold |
7,359
| – | – | 0.15% | 92 |
|
|
2024
Q1 | $372K | Hold |
7,359
| – | – | 0.16% | 89 |
|
|
2023
Q4 | $376K | Buy |
7,359
+142
| +2% | +$7.25K | 0.19% | 89 |
|
|
2023
Q3 | $347K | Buy |
7,217
+1,427
| +25% | +$68.6K | 0.19% | 87 |
|
|
2023
Q2 | $291K | Hold |
5,790
| – | – | 0.16% | 94 |
|
|
2023
Q1 | $293K | Hold |
5,790
| – | – | 0.17% | 97 |
|
|
2022
Q4 | $294K | Buy |
+5,790
| New | +$294K | 0.17% | 94 |
|