Von Berge Wealth Management 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 | $1.36M | Buy |
27,995
+66
| +0.2% | +$3.21K | 0.76% | 27 |
|
|
2025
Q1 | $1.36M | Buy |
27,929
+74
| +0.3% | +$3.61K | 0.88% | 24 |
|
|
2024
Q4 | $1.4M | Sell |
27,855
-4,648
| -14% | -$233K | 0.85% | 26 |
|
|
2024
Q3 | $1.62M | Buy |
32,503
+738
| +2% | +$36.8K | 1% | 23 |
|
|
2024
Q2 | $1.59M | Sell |
31,765
-874
| -3% | -$43.6K | 1.01% | 23 |
|
|
2024
Q1 | $1.65M | Buy |
32,639
+7,679
| +31% | +$389K | 1.06% | 23 |
|
|
2023
Q4 | $1.27M | Sell |
24,960
-1,843
| -7% | -$93.9K | 0.98% | 25 |
|
|
2023
Q3 | $1.29M | Sell |
26,803
-7,313
| -21% | -$352K | 1.1% | 22 |
|
|
2023
Q2 | $1.71M | Sell |
34,116
-298
| -0.9% | -$15K | 1.42% | 20 |
|
|
2023
Q1 | $1.74M | Sell |
34,414
-288
| -0.8% | -$14.6K | 1.56% | 20 |
|
|
2022
Q4 | $1.76M | Buy |
34,702
+158
| +0.5% | +$8.02K | 1.59% | 20 |
|
|
2022
Q3 | $1.68M | Buy |
34,544
+28,811
| +503% | +$1.4M | 1.78% | 20 |
|
|
2022
Q2 | $289K | Buy |
5,733
+510
| +10% | +$25.7K | 0.3% | 42 |
|
|
2022
Q1 | $265K | Buy |
5,223
+1,456
| +39% | +$73.9K | 0.24% | 47 |
|
|
2021
Q4 | $201K | Buy |
+3,767
| New | +$201K | 0.19% | 61 |
|