Wambolt & Associates’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
Q1 | – | Sell |
-7,100
| Closed | -$356K | – | 184 |
|
|
2024
Q4 | $356K | Hold |
7,100
| – | – | 0.11% | 138 |
|
|
2024
Q3 | $363K | Hold |
7,100
| – | – | 0.1% | 143 |
|
|
2024
Q2 | $355K | Sell |
7,100
-2,100
| -23% | -$105K | 0.1% | 151 |
|
|
2024
Q1 | $463K | Buy |
9,200
+576
| +7% | +$29K | 0.14% | 145 |
|
|
2023
Q4 | $440K | Sell |
8,624
-912
| -10% | -$46.6K | 0.14% | 172 |
|
|
2023
Q3 | $455K | Buy |
+9,536
| New | +$455K | 0.17% | 170 |
|
|
2023
Q2 | – | Sell |
-9,980
| Closed | -$505K | – | 269 |
|
|
2023
Q1 | $505K | Buy |
+9,980
| New | +$505K | 0.18% | 160 |
|