Wealthspire Advisors (New York)’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 | $82.6M | Buy |
1,683,670
+315,276
| +23% | +$15.5M | 0.46% | 32 |
|
|
2025
Q1 | $67.9M | Buy |
1,368,394
+663,517
| +94% | +$32.9M | 0.41% | 35 |
|
|
2024
Q4 | $35.3M | Sell |
704,877
-42,723
| -6% | -$2.14M | 0.35% | 46 |
|
|
2024
Q3 | $38.2M | Buy |
747,600
+109,850
| +17% | +$5.62M | 0.39% | 46 |
|
|
2024
Q2 | $32M | Buy |
637,750
+59,783
| +10% | +$3M | 0.41% | 36 |
|
|
2024
Q1 | $29.2M | Sell |
577,967
-27,850
| -5% | -$1.41M | 0.39% | 37 |
|
|
2023
Q4 | $30.9M | Buy |
605,817
+55,157
| +10% | +$2.82M | 0.44% | 37 |
|
|
2023
Q3 | $26.5M | Buy |
550,660
+9,969
| +2% | +$480K | 0.44% | 36 |
|
|
2023
Q2 | $27.2M | Buy |
540,691
+7,083
| +1% | +$356K | 0.44% | 38 |
|
|
2023
Q1 | $27M | Sell |
533,608
-29,164
| -5% | -$1.48M | 0.46% | 37 |
|
|
2022
Q4 | $27.9M | Buy |
562,772
+24,655
| +5% | +$1.22M | 0.51% | 34 |
|
|
2022
Q3 | $25.9M | Sell |
538,117
-83,539
| -13% | -$4.02M | 0.54% | 34 |
|
|
2022
Q2 | $31M | Buy |
621,656
+446,762
| +255% | +$22.3M | 0.65% | 29 |
|
|
2022
Q1 | $9.02M | Buy |
174,894
+12,145
| +7% | +$626K | 0.2% | 50 |
|
|
2021
Q4 | $8.94M | Buy |
162,749
+754
| +0.5% | +$41.4K | 0.2% | 53 |
|
|
2021
Q3 | $8.87M | Sell |
161,995
-245
| -0.2% | -$13.4K | 0.18% | 65 |
|
|
2021
Q2 | $8.97M | Buy |
162,240
+568
| +0.4% | +$31.4K | 0.24% | 52 |
|
|
2021
Q1 | $8.83M | Buy |
161,672
+1,264
| +0.8% | +$69.1K | 0.21% | 61 |
|
|
2020
Q4 | $8.85M | Buy |
160,408
+122,220
| +320% | +$6.75M | 0.26% | 53 |
|
|
2020
Q3 | $2.08M | Sell |
38,188
-1,350
| -3% | -$73.5K | 0.12% | 83 |
|
|
2020
Q2 | $2.14M | Sell |
39,538
-14,189
| -26% | -$768K | 0.15% | 63 |
|
|
2020
Q1 | $2.84M | Buy |
53,727
+16,522
| +44% | +$874K | 0.12% | 96 |
|
|
2019
Q4 | $1.99M | Sell |
37,205
-4,844
| -12% | -$259K | 0.15% | 41 |
|
|
2019
Q3 | $2.26M | Sell |
42,049
-787
| -2% | -$42.2K | 0.18% | 30 |
|
|
2019
Q2 | $2.27M | Sell |
42,836
-6,394
| -13% | -$339K | 0.2% | 24 |
|
|
2019
Q1 | $2.57M | Sell |
49,230
-9,162
| -16% | -$478K | 0.24% | 20 |
|
|
2018
Q4 | $2.98M | Buy |
+58,392
| New | +$2.98M | 0.29% | 20 |
|