Wealth Enhancement Advisory Services’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $84.3M | Buy |
1,722,114
+115,332
| +7% | +$5.65M | 0.14% | 145 |
|
|
2025
Q1 | $79.7M | Sell |
1,606,782
-323,735
| -17% | -$16.1M | 0.15% | 133 |
|
|
2024
Q4 | $96.8M | Buy |
1,930,517
+424,431
| +28% | +$21.3M | 0.19% | 112 |
|
|
2024
Q3 | $77M | Sell |
1,506,086
-9,604
| -0.6% | -$491K | 0.17% | 125 |
|
|
2024
Q2 | $76M | Buy |
1,515,690
+5,424
| +0.4% | +$272K | 0.18% | 112 |
|
|
2024
Q1 | $76.4M | Buy |
1,510,266
+87,962
| +6% | +$4.45M | 0.2% | 108 |
|
|
2023
Q4 | $72.6M | Buy |
1,422,304
+936,953
| +193% | +$47.8M | 0.21% | 106 |
|
|
2023
Q3 | $23.3M | Buy |
485,351
+389,407
| +406% | +$18.7M | 0.08% | 247 |
|
|
2023
Q2 | $4.82M | Sell |
95,944
-83,082
| -46% | -$4.17M | 0.05% | 133 |
|
|
2023
Q1 | $9.07M | Buy |
179,026
+17,879
| +11% | +$906K | 0.11% | 95 |
|
|
2022
Q4 | $8.18M | Sell |
161,147
-48,879
| -23% | -$2.48M | 0.11% | 96 |
|
|
2022
Q3 | $10.2M | Buy |
210,026
+29,674
| +16% | +$1.44M | 0.15% | 80 |
|
|
2022
Q2 | $9.05M | Buy |
180,352
+49,055
| +37% | +$2.46M | 0.13% | 86 |
|
|
2022
Q1 | $6.76M | Buy |
131,297
+114,520
| +683% | +$5.9M | 0.09% | 110 |
|
|
2021
Q4 | $898K | Buy |
16,777
+11,271
| +205% | +$603K | 0.01% | 226 |
|
|
2021
Q3 | $300K | Buy |
5,506
+1,202
| +28% | +$65.5K | ﹤0.01% | 267 |
|
|
2021
Q2 | $239K | Buy |
4,304
+363
| +9% | +$20.2K | ﹤0.01% | 259 |
|
|
2021
Q1 | $216K | Buy |
+3,941
| New | +$216K | ﹤0.01% | 257 |
|