Vishria Bird Financial Group’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 | $6.63M | Buy |
135,312
+12,285
| +10% | +$602K | 2.21% | 19 |
|
|
2025
Q1 | $6.1M | Sell |
123,027
-607
| -0.5% | -$30.1K | 2.07% | 17 |
|
|
2024
Q4 | $6.2M | Sell |
123,634
-684
| -0.6% | -$34.3K | 2.17% | 16 |
|
|
2024
Q3 | $6.36M | Sell |
124,318
-307
| -0.2% | -$15.7K | 2.41% | 16 |
|
|
2024
Q2 | $6.25M | Hold |
124,625
| – | – | 2.62% | 15 |
|
|
2024
Q1 | $6.31M | Sell |
124,625
-3,169
| -2% | -$160K | 2.7% | 14 |
|
|
2023
Q4 | $6.52M | Sell |
127,794
-7,173
| -5% | -$366K | 3.08% | 13 |
|
|
2023
Q3 | $6.49M | Sell |
134,967
-2,184
| -2% | -$105K | 3.68% | 11 |
|
|
2023
Q2 | $6.89M | Sell |
137,151
-1,067
| -0.8% | -$53.6K | 4.09% | 9 |
|
|
2023
Q1 | $7M | Sell |
138,218
-2,096
| -1% | -$106K | 4.48% | 9 |
|
|
2022
Q4 | $6.94M | Buy |
+140,314
| New | +$6.94M | 4.84% | 9 |
|