Wealth Alliance 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 | $1.56M | Sell |
31,782
-5,000
| -14% | -$245K | 0.3% | 59 |
|
|
2025
Q1 | $1.83M | Buy |
36,782
+4,000
| +12% | +$198K | 0.38% | 54 |
|
|
2024
Q4 | $1.64M | Hold |
32,782
| – | – | 0.35% | 53 |
|
|
2024
Q3 | $1.68M | Sell |
32,782
-445
| -1% | -$22.7K | 0.35% | 51 |
|
|
2024
Q2 | $1.67M | Hold |
33,227
| – | – | 0.38% | 47 |
|
|
2024
Q1 | $1.68M | Buy |
33,227
+24,345
| +274% | +$1.23M | 0.39% | 45 |
|
|
2023
Q4 | $453K | Sell |
8,882
-39
| -0.4% | -$1.99K | 0.12% | 108 |
|
|
2023
Q3 | $429K | Hold |
8,921
| – | – | 0.13% | 105 |
|
|
2023
Q2 | $448K | Hold |
8,921
| – | – | 0.16% | 97 |
|
|
2023
Q1 | $452K | Buy |
8,921
+2,457
| +38% | +$124K | 0.17% | 97 |
|
|
2022
Q4 | $320K | Buy |
+6,464
| New | +$320K | 0.12% | 108 |
|