W.H. Cornerstone Investments’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 | $815K | Buy |
16,624
+8,925
| +116% | +$438K | 0.52% | 54 |
|
|
2025
Q1 | $382K | Sell |
7,699
-6,508
| -46% | -$323K | 0.26% | 81 |
|
|
2024
Q4 | $712K | Buy |
14,207
+6,621
| +87% | +$332K | 0.48% | 47 |
|
|
2024
Q3 | $388K | Buy |
7,586
+58
| +0.8% | +$2.97K | 0.26% | 79 |
|
|
2024
Q2 | $377K | Buy |
7,528
+58
| +0.8% | +$2.91K | 0.27% | 83 |
|
|
2024
Q1 | $378K | Buy |
7,470
+38
| +0.5% | +$1.92K | 0.27% | 86 |
|
|
2023
Q4 | $379K | Buy |
7,432
+74
| +1% | +$3.77K | 0.3% | 86 |
|
|
2023
Q3 | $354K | Buy |
7,358
+53
| +0.7% | +$2.55K | 0.31% | 85 |
|
|
2023
Q2 | $367K | Buy |
7,305
+49
| +0.7% | +$2.46K | 0.33% | 76 |
|
|
2023
Q1 | $368K | Buy |
7,256
+1,422
| +24% | +$72.1K | 0.33% | 80 |
|
|
2022
Q4 | $295K | Sell |
5,834
-12,567
| -68% | -$635K | 0.28% | 86 |
|
|
2022
Q3 | $894K | Buy |
+18,401
| New | +$894K | 0.94% | 34 |
|