Wealthspire Advisors (New York)’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Wealthspire Advisors (New York)’s Portfolio VTEB Stock Details VTEB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$33.7M	Sell	675,736 -11,723	-2%	-$592K	0.26%	58
2025 Q4	$34.6M	Sell	687,459 -751,283	-52%	-$37.8M	0.28%	57
2025 Q3	$72M	Sell	1,438,742 -244,928	-15%	-$12M	0.38%	38
2025 Q2	$82.6M	Buy	1,683,670 +315,276	+23%	+$15.4M	0.46%	32
2025 Q1	$67.9M	Buy	1,368,394 +663,517	+94%	+$33.2M	0.41%	35
2024 Q4	$35.3M	Sell	704,877 -42,723	-6%	-$2.16M	0.35%	46
2024 Q3	$38.2M	Buy	747,600 +109,850	+17%	+$5.57M	0.39%	46
2024 Q2	$32M	Buy	637,750 +59,783	+10%	+$2.99M	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%	+$2.7M	0.44%	37
2023 Q3	$26.5M	Buy	550,660 +9,969	+2%	+$494K	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%	-$1.46M	0.46%	37
2022 Q4	$27.9M	Buy	562,772 +24,655	+5%	+$1.21M	0.51%	34
2022 Q3	$25.9M	Sell	538,117 -83,539	-13%	-$4.18M	0.54%	34
2022 Q2	$31M	Buy	621,656 +446,762	+255%	+$22.4M	0.65%	29
2022 Q1	$9.02M	Buy	174,894 +12,145	+7%	+$646K	0.2%	50
2021 Q4	$8.94M	Buy	162,749 +754	+0.5%	+$41.3K	0.2%	53
2021 Q3	$8.87M	Sell	161,995 -245	-0.2%	-$13.5K	0.18%	65
2021 Q2	$8.97M	Buy	162,240 +568	+0.4%	+$31.3K	0.24%	52
2021 Q1	$8.83M	Buy	161,672 +1,264	+0.8%	+$69.4K	0.21%	61
2020 Q4	$8.85M	Buy	160,408 +122,220	+320%	+$6.67M	0.26%	53
2020 Q3	$2.08M	Sell	38,188 -1,350	-3%	-$73.7K	0.12%	84
2020 Q2	$2.14M	Sell	39,538 -14,189	-26%	-$756K	0.15%	64
2020 Q1	$2.84M	Buy	53,727 +16,522	+44%	+$885K	0.12%	96
2019 Q4	$1.99M	Sell	37,205 -4,844	-12%	-$259K	0.15%	42
2019 Q3	$2.25M	Sell	42,049 -787	-2%	-$42.2K	0.18%	30
2019 Q2	$2.27M	Sell	42,836 -6,394	-13%	-$336K	0.2%	24
2019 Q1	$2.57M	Sell	49,230 -9,162	-16%	-$471K	0.24%	20
2018 Q4	$2.98M	Buy	+58,392	New	+$2.94M	0.29%	20