Wealthcare Advisory Partners’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 | $4.1M | Sell |
83,560
-27,421
| -25% | -$1.34M | 0.09% | 177 |
|
|
2025
Q1 | $5.51M | Sell |
110,981
-6,708
| -6% | -$333K | 0.15% | 124 |
|
|
2024
Q4 | $5.9M | Buy |
117,689
+10,403
| +10% | +$522K | 0.16% | 117 |
|
|
2024
Q3 | $5.48M | Buy |
107,286
+70,268
| +190% | +$3.59M | 0.16% | 127 |
|
|
2024
Q2 | $1.85M | Sell |
37,018
-7,249
| -16% | -$363K | 0.06% | 249 |
|
|
2024
Q1 | $2.24M | Buy |
44,267
+2,915
| +7% | +$148K | 0.07% | 214 |
|
|
2023
Q4 | $2.11M | Buy |
41,352
+13,024
| +46% | +$665K | 0.08% | 190 |
|
|
2023
Q3 | $1.36M | Sell |
28,328
-5,667
| -17% | -$273K | 0.06% | 230 |
|
|
2023
Q2 | $1.71M | Sell |
33,995
-7,246
| -18% | -$364K | 0.08% | 202 |
|
|
2023
Q1 | $2.09M | Buy |
41,241
+9,032
| +28% | +$458K | 0.09% | 172 |
|
|
2022
Q4 | $1.59M | Buy |
32,209
+438
| +1% | +$21.7K | 0.08% | 196 |
|
|
2022
Q3 | $1.53M | Buy |
31,771
+2,773
| +10% | +$133K | 0.09% | 169 |
|
|
2022
Q2 | $1.45M | Buy |
28,998
+5,524
| +24% | +$276K | 0.09% | 151 |
|
|
2022
Q1 | $1.21M | Buy |
23,474
+1,688
| +8% | +$87K | 0.07% | 160 |
|
|
2021
Q4 | $1.2M | Buy |
21,786
+14,364
| +194% | +$789K | 0.07% | 174 |
|
|
2021
Q3 | $407K | Buy |
7,422
+180
| +2% | +$9.87K | 0.03% | 355 |
|
|
2021
Q2 | $400K | Buy |
7,242
+46
| +0.6% | +$2.54K | 0.03% | 363 |
|
|
2021
Q1 | $393K | Buy |
7,196
+439
| +6% | +$24K | 0.03% | 336 |
|
|
2020
Q4 | $373K | Buy |
6,757
+234
| +4% | +$12.9K | 0.03% | 283 |
|
|
2020
Q3 | $355K | Sell |
6,523
-97
| -1% | -$5.28K | 0.04% | 253 |
|
|
2020
Q2 | $358K | Buy |
6,620
+1,000
| +18% | +$54.1K | 0.04% | 218 |
|
|
2020
Q1 | $297K | Buy |
5,620
+424
| +8% | +$22.4K | 0.04% | 219 |
|
|
2019
Q4 | $278K | Buy |
5,196
+3,116
| +150% | +$167K | 0.04% | 249 |
|
|
2019
Q3 | $112K | Hold |
2,080
| – | – | 0.02% | 355 |
|
|
2019
Q2 | $110K | Buy |
+2,080
| New | +$110K | 0.02% | 359 |
|