Verum Partners’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 | $205K | Sell |
4,177
-4,977
| -54% | -$244K | 0.05% | 158 |
|
|
2025
Q1 | $454K | Sell |
9,154
-320
| -3% | -$15.9K | 0.12% | 92 |
|
|
2024
Q4 | $475K | Sell |
9,474
-712
| -7% | -$35.7K | 0.14% | 94 |
|
|
2024
Q3 | $521K | Buy |
10,186
+538
| +6% | +$27.5K | 0.15% | 85 |
|
|
2024
Q2 | $483K | Buy |
9,648
+178
| +2% | +$8.92K | 0.16% | 81 |
|
|
2024
Q1 | $479K | Buy |
9,470
+3,546
| +60% | +$179K | 0.17% | 86 |
|
|
2023
Q4 | $302K | Buy |
5,924
+39
| +0.7% | +$1.99K | 0.12% | 110 |
|
|
2023
Q3 | $283K | Buy |
5,885
+60
| +1% | +$2.89K | 0.13% | 106 |
|
|
2023
Q2 | $293K | Buy |
5,825
+741
| +15% | +$37.2K | 0.27% | 68 |
|
|
2023
Q1 | $258K | Sell |
5,084
-1,659
| -25% | -$84.1K | 0.28% | 54 |
|
|
2022
Q4 | $334K | Buy |
+6,743
| New | +$334K | 0.41% | 48 |
|