VFP
Verus Financial Partners’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.93M | Sell |
182,517
-80,112
| -31% | -$3.92M | 0.91% | 16 |
|
|
2025
Q1 | $12.8M | Buy |
262,629
+25,084
| +11% | +$1.22M | 1.46% | 14 |
|
|
2024
Q4 | $11.8M | Buy |
237,545
+7,792
| +3% | +$387K | 1.33% | 14 |
|
|
2024
Q3 | $11.7M | Buy |
229,753
+5,670
| +3% | +$290K | 1.29% | 15 |
|
|
2024
Q2 | $11.2M | Sell |
224,083
-1,352
| -0.6% | -$67.7K | 1.31% | 15 |
|
|
2024
Q1 | $11.4M | Buy |
225,435
+9,993
| +5% | +$506K | 1.34% | 15 |
|
|
2023
Q4 | $10.9M | Sell |
215,442
-30,467
| -12% | -$1.54M | 1.34% | 15 |
|
|
2023
Q3 | $11.8M | Buy |
245,909
+23,283
| +10% | +$1.12M | 1.54% | 15 |
|
|
2023
Q2 | $11.2M | Buy |
222,626
+7,740
| +4% | +$390K | 1.42% | 16 |
|
|
2023
Q1 | $10.8M | Buy |
214,886
+85,497
| +66% | +$4.31M | 1.48% | 15 |
|
|
2022
Q4 | $6.58M | Buy |
129,389
+16,657
| +15% | +$847K | 0.91% | 17 |
|
|
2022
Q3 | $5.47M | Buy |
112,732
+7,343
| +7% | +$356K | 0.83% | 15 |
|
|
2022
Q2 | $5.33M | Buy |
+105,389
| New | +$5.33M | 0.76% | 15 |
|