Western Wealth Management’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 | $687K | Sell |
14,022
-244
| -2% | -$12K | 0.04% | 341 |
|
|
2025
Q1 | $708K | Sell |
14,266
-1,922
| -12% | -$95.4K | 0.05% | 311 |
|
|
2024
Q4 | $812K | Buy |
16,188
+3,349
| +26% | +$168K | 0.05% | 281 |
|
|
2024
Q3 | $656K | Buy |
12,839
+29
| +0.2% | +$1.48K | 0.04% | 390 |
|
|
2024
Q2 | $642K | Buy |
12,810
+4,051
| +46% | +$203K | 0.05% | 305 |
|
|
2024
Q1 | $443K | Buy |
8,759
+152
| +2% | +$7.69K | 0.03% | 395 |
|
|
2023
Q4 | $439K | Sell |
8,607
-7,284
| -46% | -$372K | 0.03% | 447 |
|
|
2023
Q3 | $764K | Buy |
15,891
+405
| +3% | +$19.5K | 0.06% | 303 |
|
|
2023
Q2 | $778K | Sell |
15,486
-8,643
| -36% | -$434K | 0.07% | 284 |
|
|
2023
Q1 | $1.22M | Buy |
24,129
+13,984
| +138% | +$708K | 0.11% | 195 |
|
|
2022
Q4 | $502K | Buy |
10,145
+4,190
| +70% | +$207K | 0.05% | 337 |
|
|
2022
Q3 | $284K | Sell |
5,955
-2,439
| -29% | -$116K | 0.02% | 648 |
|
|
2022
Q2 | $421K | Sell |
8,394
-2,865
| -25% | -$144K | 0.02% | 517 |
|
|
2022
Q1 | $580K | Buy |
11,259
+7,349
| +188% | +$379K | 0.03% | 480 |
|
|
2021
Q4 | $214K | Buy |
+3,910
| New | +$214K | 0.02% | 568 |
|
|
2019
Q1 | – | Sell |
-4,753
| Closed | -$243K | – | 392 |
|
|
2018
Q4 | $243K | Buy |
+4,753
| New | +$243K | 0.07% | 287 |
|