VisionPoint Advisory 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 | $359K | Hold |
7,317
| – | – | 0.08% | 239 |
|
|
2025
Q1 | $363K | Buy |
+7,317
| New | +$363K | 0.12% | 150 |
|
|
2023
Q3 | – | Sell |
-815
| Closed | -$40.9K | – | 836 |
|
|
2023
Q2 | $40.9K | Buy |
+815
| New | +$40.9K | 0.02% | 229 |
|
|
2020
Q3 | – | Sell |
-5,397
| Closed | -$295K | – | 132 |
|
|
2020
Q2 | $295K | Hold |
5,397
| – | – | 0.12% | 84 |
|
|
2020
Q1 | $286K | Hold |
5,397
| – | – | 0.13% | 78 |
|
|
2019
Q4 | $289K | Hold |
5,397
| – | – | 0.12% | 92 |
|
|
2019
Q3 | $290K | Sell |
5,397
-183
| -3% | -$9.83K | 0.08% | 107 |
|
|
2019
Q2 | $296K | Hold |
5,580
| – | – | 0.09% | 94 |
|
|
2019
Q1 | $291K | Hold |
5,580
| – | – | 0.08% | 100 |
|
|
2018
Q4 | $285K | Buy |
+5,580
| New | +$285K | 0.09% | 83 |
|