Vise Technologies’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 | $10.7M | Buy |
+217,315
| New | +$10.7M | 0.44% | 37 |
|
|
2024
Q4 | $5.31M | Buy |
105,835
+14,781
| +16% | +$741K | 0.44% | 37 |
|
|
2024
Q3 | $4.65M | Buy |
91,054
+139
| +0.2% | +$7.11K | 0.59% | 35 |
|
|
2024
Q2 | $4.56M | Buy |
90,915
+18,833
| +26% | +$944K | 0.8% | 28 |
|
|
2024
Q1 | $3.65M | Buy |
72,082
+1,727
| +2% | +$87.4K | 0.72% | 35 |
|
|
2023
Q4 | $3.59M | Buy |
70,355
+4,458
| +7% | +$228K | 0.77% | 32 |
|
|
2023
Q3 | $3.17M | Sell |
65,897
-16,281
| -20% | -$783K | 0.78% | 34 |
|
|
2023
Q2 | $4.13M | Buy |
82,178
+2,794
| +4% | +$140K | 1% | 24 |
|
|
2023
Q1 | $4.02M | Buy |
79,384
+22,465
| +39% | +$1.14M | 1.06% | 23 |
|
|
2022
Q4 | $2.82M | Buy |
56,919
+18,065
| +46% | +$894K | 0.88% | 25 |
|
|
2022
Q3 | $1.87M | Sell |
38,854
-19,664
| -34% | -$946K | 0.7% | 30 |
|
|
2022
Q2 | $2.92M | Buy |
58,518
+30,963
| +112% | +$1.55M | 1.13% | 19 |
|
|
2022
Q1 | $1.42M | Buy |
+27,555
| New | +$1.42M | 0.53% | 54 |
|