West Financial Advisors’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 | $55.8M | Buy |
1,137,702
+51,680
| +5% | +$2.53M | 9.71% | 5 |
|
|
2025
Q1 | $53.9M | Buy |
1,086,022
+83,560
| +8% | +$4.15M | 10.24% | 5 |
|
|
2024
Q4 | $50.3M | Buy |
1,002,462
+35,034
| +4% | +$1.76M | 9.69% | 5 |
|
|
2024
Q3 | $49.5M | Buy |
967,428
+38,699
| +4% | +$1.98M | 9.54% | 4 |
|
|
2024
Q2 | $46.5M | Buy |
928,729
+25,024
| +3% | +$1.25M | 9.66% | 4 |
|
|
2024
Q1 | $45.7M | Buy |
903,705
+19,833
| +2% | +$1M | 9.81% | 4 |
|
|
2023
Q4 | $45.1M | Buy |
883,872
+14,044
| +2% | +$717K | 10.29% | 3 |
|
|
2023
Q3 | $41.8M | Buy |
869,828
+89,372
| +11% | +$4.3M | 10.5% | 2 |
|
|
2023
Q2 | $39.2M | Buy |
780,456
+40,564
| +5% | +$2.04M | 9.65% | 3 |
|
|
2023
Q1 | $37.5M | Buy |
739,892
+30,789
| +4% | +$1.56M | 9.81% | 3 |
|
|
2022
Q4 | $35.1M | Buy |
+709,103
| New | +$35.1M | 9.8% | 3 |
|